157 Tesla Megapacks Spotted Today at Giga Nevada Preparing for Delivery
A batch of 157 Tesla Megapacks has been spotted in Giga Nevada preparing for delivery.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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www.tesmanian.com
I think the difference here is that legacy is not trying to improve their production process, so they aren't changing most things. They have far fewer unknowns. Tesla improves the manufacturing process with every new build. If legacy was trying to improve their process, then they would likely have the same type of slow startup.One thing I will give to Legacy auto is that they do know how to manufacture at volume production. I don't remember hearing stories of the ID4 or the Mach-E produced at a rate of like 10 cars for the month (minus pre production runs). Here we see the Mach-E started production in Oct and made over 700 cars, and jumped straight to over 2k the second month, way ahead of Rivian or what Tesla managed (Tesla only made 220 Model 3s in the first 2.5 months of production)
Production Numbers: 2,545 Mustang Mach-E's produced in November.
Not sure how long they've been publicly reporting this at such a detailed monthly level, but check out "Ford US Sales Inventory and Production for November 2020" on shareholder.ford.com. 2,545 Mustang Mach-E's produced in November.www.macheforum.com
I think what Tesla did was to lay the ground work to reduce costs when they produce at scale through automation & thru vertical integration. That was hard.
If these legacy dinosaurs can pump out a million and make profit just on one model, that is what I call volume production.
For crying out loud, these guys are buying cells and batteries and motors and inverters from Asian companies and slapping them in. Let them make their own cells & batteries and motors at scale, and ONLY then that is called producing cars at scale. Otherwise it is assembling at scale.
If these legacy dinosaurs can pump out a million and make profit just on one model, that is what I call volume production.
For crying out loud, these guys are buying cells and batteries and motors and inverters from Asian companies and slapping them in. Let them make their own cells & batteries and motors at scale, and ONLY then that is called producing cars at scale. Otherwise it is assembling at scale.
Artful Dodger
"Neko no me"
Model S is only built in Fremont. That's an old picture of Elon's personal car (try Google image search).
Well Tesla went from a crappy process to a competitive process and now have surpassed legacy's process. Crappy to competitive took them a year and almost the company tho.
Nolimits
Member
We are going to hit page 15000 soon. Tonight at this rate. Early Congrats TMC if I miss it.
And he made it there in less than 12 parsecs.
Elon Musk's Net Worth is More than Greece's GDP
Elon Musk's personal net worth is currently larger than Greece's gross domestic product (GDP). The Tesla CEO is the richest person on Earth.greekreporter.com
Let's hope it improves after the first 15,000
RobDickinson
Active Member
Its not, this is a 2020 car painted in Cali to test a new color.
Scaling out is a phrase that was (and probably still is) used to describe reducing a position gradually. Most professionals know that one is never going to sell an entire position at the top, so achieving an acceptable, near-the-top return by averaging through time seems to work the best. In my case now, I sold 100 shares out of my 3,000 shares to buy my wife a new S LR. I guess I used the wrong descriptor. As I said earlier, I believe we are in the second inning of Tesla's growth. There were several reasons why I sold instead of using cash, which I'm not going into other than to say, there are tax considerations, creating more cash in my non-retirement account, age and other issues. I, in no way, think Tesla is anywhere near the top of the S-curve.
Have you not read my numerous posts about my investing background? In the 54 years that I have been in the market, I have learned many valuable lessons. One of them is: "Don't look back"
Best of luck.
This is Elon's S where he was sorting the colors to see what Berlin would get.
Tesla Mobile App V4.2.1 reveals new Giga Berlin paint colours and more
Tesla has released yet another new version of their mobile app on the iOS App Store, updating from version 4.2.0 to 4.2.1 late last night. The release notes are the same as the previous version, […]
driveteslacanada.ca
i’m a bit surprised no one else seems to be picking up on this nascent epiphany.
this could be a variation on the
“why buy a car you don’t use 95%+ of the time”
an experiment of, “does this variation work of vehicles use”
Your “TeslaHertz” card has your profile, open any door of any yellow car and go,
need a truck? it’s there.
model Y, with car seats, it’s there.
need any type vehicle, tap the app, your profile is there, with appropriate permissions.
I've already forgotten 1095,
I don't remember it.
How happy is the blameless hodlr's lot!
The stonk forgetting by the stonk forgot,
Eternal Sunshine of the Spotless Mind.
I don't remember it.
How happy is the blameless hodlr's lot!
The stonk forgetting by the stonk forgot,
Eternal Sunshine of the Spotless Mind.
Since this year in Belgium it’s 0.15% on the entire value of your investment account (if worth more than 1 million euro). So on stock, calls, puts and cash.
3 minute with Robyn Farzad on NPR today on Tesla worth 1 Trillion and Hertz buying 100,000
$4.5 billion extra revenue
no demand problem, supply is the hurdle
Tesla $3 trillion by 2025
the doubters have all been burnt, all of them
$4.5 billion extra revenue
no demand problem, supply is the hurdle
Tesla $3 trillion by 2025
the doubters have all been burnt, all of them
Man, if you get this right, it is not a cup with handle.
CwH tend to be long duration. The guy that wrote the book said 7 wks min. Longer patterns are stronger.
Cup with Handle
Cup with handle is a price pattern that has a rounded downward turn followed by a short handle. Read this article for performance statistics, trading lessons, and more, written by internationally known author and trader Thomas Bulkowski.
thepatternsite.com
Todd Burch
14-Year Member
The fact that we're being held right near 0% for the day is no coincidence, methinks. Someone fighting to stop the momentum?
The Accountant
Active Member
$1,200 you say?
Maybe this post of mine from back in July comes to fruition. We were at $644 at the time.
10 more weeks to get there. Quoting Hertz, "Let's Go !!"
Tesla Valuation Based on 5 Year Outlook
I am going to break up my valuation work into 6 posts. Please refrain from responding until I have completed the 6 posts so as to keep a continuous string. Edit - Done posting - feel free to comment
teslamotorsclub.com
No, cup and handles can be as short as a week. Just cause one guy says 7 weeks mins doesn't make it true.
To be clear, I'm not putting money to work with this idea of a cup and handle. Interpreting charts works just as good until it doesn't lol. But the idea that it has to be 7 weeks min is pretty silly.
What we have here is the old cliche about how you don't need to outrun a Grizzly Bear, you only need to outrun the person you are with. Legacy probably understands they can't beat Tesla, or at least understand it's unlikely. For them it's a race to hold on as long as possible or become #2/3 in the new EV world. If you aren't trying to beat the guy in the lead, you aren't likely to be overly aggressive and risk your shot at second place.
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