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

[WattsHappening]

And yet another $1K price increase on the Model Y. BAF for demand and future margins.

I am very glad we ordered our Model Y early summer.

 

[RobDickinson]

Imagine being able to order the model Y :/

 

[GOVA]

On this Veteran's Day, here is a favorable news piece on Tesla hiring and advancing veterans:

https://twitter.com/x/status/1458906844991156225

This only shows how ANTI-Amercian CNBC is. I don't see that bit on their site.

 

[Chunky Jr.]

Latest delivery windows (from CA). Interesting they dropped the LR designations for X and S, and SR(+) for 3, but no SR equivalent for Y (probably because demand is too high for LR and Perf so no need to make SR available). Currently a one year wait list for non-plaid S & X!

Model	Est Delivery
Model S	Nov 2022
Model S Plaid	Dec
Model 3	Jun
Model 3 LR	Dec
Model 3 Perf	Dec
Model X	Nov 2022
Model X Plaid	Aug
Model Y LR	Jun
Model Y Perf	Jan

 

[cusetownusa]

And yet another $1K price increase on the Model Y. BAF for demand and future margins.

I am very glad we ordered our Model Y early summer.

Wow, that’s crazy. I’m glad I ordered in September before the $4k-$5k increase. As an investor that’s great. However, I will not be recommending family and friends to buy at these prices. Around here anything over $45k for a car is considered a lot of money which is probably why I hardly see any Teslas. But obviously someone is ordering them. Lol

I wonder how many of the current orders people placed are contingent on the EV rebate passing. I know my dads order is and he is the only other person I know with one outside of the people here.

 

[RobDickinson]

hmm Chinese SR model Y becomes the Model Y with 535km range and a 0-100kph of 6.9s

sloooow

 

[Paracelsus]

Apologies in advance if this was already posted - I just saw it on Jim Hall’s Twitter page and had a good laugh

 

[Chunky Jr.]

hmm Chinese SR model Y becomes the Model Y with 535km range and a 0-100kph of 6.9s

*545km

I wonder why the 0-100 km/h speed went from 5.6 to 6.9. Limitation of LFP? Trying to upsell people on in-app perf increase? Trying to upsell to perf model? Other?

 

[Bet TSLA]

Do you pay $4/month to read that tripe? Has Barron's ever written a positive (or even an accurate and non-biased) article about Tesla?

A premium wireless data connection for your Tesla is only $10. One is worthwhile, the other is worthless.

Oh, c'mon. Barrons is always wrong about everything. I know that was true of everything they ever had on Apple, so it's been the case for decades. Such a reliable source can be valuable.

 

[WattsHappening]

Wow, that’s crazy. I’m glad I ordered in September before the $4k-$5k increase. As an investor that’s great. However, I will not be recommending family and friends to buy at these prices. Around here anything over $45k for a car is considered a lot of money which is probably why I hardly see any Teslas. But obviously someone is ordering them. Lol

I wonder how many of the current orders people placed are contingent on the EV rebate passing. I know my dads order is and he is the only other person I know with one outside of the people here.

Ya, we paid $53K for our LR just a few months ago. It's now $59K. Crazy is right.

It feels like 50% of the Fremont Model Ys are being delivered locally here in the Bay Area. They're everywhere. Teslas have quickly replaced BMWs as the brand of choice in Silicon Valley.

 

[Blue horseshoe]

Everyone on TMC can now update their resumes.

https://twitter.com/x/status/1458895479325011971

Along those lines I saw someone on Twitter say they're a co-owner of Tesla with Elon. Whenever Tesla comes up as a topic of conversation I casually mention I'm a co-owner of Tesla with Elon

 

[2daMoon]

Sounds like somebody needs to pick up a dumbell once in a while.

Sounds kinda like the car picked up a dumbbell, and put it in the driver's seat.

 

[anthonyj]

Tesla needs to advertise so that they can be backordered until 2040

 

[Curt Renz]

The bond market and banks were closed today in honor of Veterans Day. That includes Wall Street investment banks like Goldman Sachs and Morgan Stanley. That should explain today's low stock market volume. The bank closures also could explain why Elon may have paused in his stock selling today.

And the government was closed today, implying no SEC filings.

 

[Dutchie]

So this is first closed -beta FSD crash I've heard about. As a fellow closed-beta FSD participant, it's totally believable that the car drove into the wrong lane (unfortunately). What's highly suspicious is the claim that the steering wheel could not be overridden. That's really your only job as an FSD driver...don't let the car do anything dangerous. Unless this driver has a strangely faulty vehicle, Tesla will be able to show the data that contradicts the driver's story. Unfortunately, that won't be newsworthy by most "news" organizations unlike the driver's claims that are likely to flood the media soon. IMO, there will be lots of these types of claims for months, even years going forward. I'm anxious to see how Tesla handles the narrative here....

I wouldn’t be surprised if some over zealous short seller is at it again. I haven’t seen any potential punishments for filing a false NHTSA complaint.

 

[RobDickinson]

The competition is coming!

The competition:

 

[thesmokingman]

I love Subaru but man, they need to get as far away from Toyota as possible.

 

[jhm]

The competition is coming!

The competition:

Inspired by Volcano Man

 

[woodisgood]

The competition is coming!

The competition:

A Mach-E and a Rav4 have a one-night stand and this is what we get…

 

[StealthP3D]

It's very interesting that TSLAQ was first able to plant Missy Cummings in the NHTSA and then stage an accident with FSD beta not that long after. They tried and failed to weaponize the SEC against us, now it seems they will try the NHTSA. This time TSLAQ even seems to control the President and got him to appoint Missy Cummings. This isn't just regulatory capture, I'm quite concerned that they have the entire US government under their control.

OK, I'll be the first to admit Tesla has a lot of adversaries but TSLAQ has enough trouble controlling their own finances. There is no alternate reality in which they control "the entire US government". Have you considered stepping away from the bong for a few weeks?

/s