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

[Nocturnal]

If Roadster is to be assembled in Fremont on the new S/X "Palladium" line, then its 4680 cell supply will almost certainly come from Kato Rd (10 GWh/yr planned capacity).

So, Roadster can go into production as soon as Giga Texas is independant for 4680s. Obviously, Semi can use some of those Kato cells in the first years of production, until the 2nd larger Semi GA line is running in Austin.

TL;dr I expect to hear a basic update on 4680 progress from the 30,000' level, with some fog near the Arpt...

Cheers!

Mine better be painted in the new paint shop they have promised then. My 3 paint is pretty good, not perfect. But for 250k I do expect flawless.

 

[MP3Mike]

but service is still bad, you can watch KnowYouKnow video on details

You can also watch Warren Redlich to see why KnowYouKnow doesn't seem to know what they are talking about:

 

[woodisgood]

Agreed. Elon is a wild card and it makes me nervous.

Cold water mode may be deactivated today given that there isn’t a ton of overexuberance right now.

 

[nativewolf]

Turns out you can't just print up trillions of dollars....who knew ?

Well we've been trying to get some inflation going since 2008. All administrations have been doing this, huge amounts of excess cash sloshing around and it did nothing to actually boost wages and get the economy hot. Turns out that if you just gave a few thousand to poor people ...well you'll get some inflation. This discussion would be better continued on another thread but it is an interesting phenom and one that definately will concern some chicago school folks. Want to break out of a deflationary cycle. Make sure all, including the poorest people, have some $ to spend. Now we have a bit of inflation, wages are increasing and Tesla bulls should be paying very close attention to HR related matters at Austin because Austin labor market is very tight. Housing prices are skyrocketing and there is no spare capacity. It will be interesting to see how Tesla recruits and retains in Austin.

 

[BornToFly]

The current cause(s) of inflation, and if it's transitory or not, is a matter of considerable debate

The short answer is: It's complicated.

Longer decent overview of some of these factors (with of course the authors own interpretation of them) and which may or may not translate to short term vs long term inflation here:

What does current inflation tell us about the future? | Brookings

With inflation as high as it has been in decades, Wendy Edelberg uses recent data to look toward the future.

www.brookings.edu

The article reinforces my feeling that we shouldn't be raising interest rates to deal with the current inflation problem.

 

[Rarity]

Interesting video about working at Tesla as a mechanical design engineer,

This guy worked for Tesla for only four months as a contractor, according to his LinkedIn.

 

[bkp_duke]

Happy times. Sandy is continuing to tear down a Plaid Model S:

 

[TheTalkingMule]

Turns out you can't just print up trillions of dollars....who knew ?

It's actually looking like you can. It'll be even more apparent as we move into sustainable abundance via cheap renewable energy. Our biggest "problem" will soon be deflation.

I'm of the opinion most of this inflation is transitory. I base that almost entirely on the current state of the oil markets. We've been dramatically oversupplied since 2015 and global crude demand has very likely peaked globally. Yet all we hear about is scarcity and supply constraints that we know for a fact are not true.

Lots and lots of folks taking advantage of a pandemic to pad their profits or pass their losses onto someone else via hoarding and straight up price gouging. It's prison rules out there......for now. (see: Putin, Vlad)

 

[Big Time]

Nasdaq has perhaps found support at the closing level prior to the massive drop on the 24th

 

[M|S|M MYP]

Someone help me here....

Isn't the main cause of inflation right now the result of limited supply and not incredible economic growth?
Why on Earth would the Fed want to raise interest rates and further slow down an economy that is being strangled by supply chain disruptions?

So their Puts can print??

 

[wtlloyd]

please translate?
There are people reading here which are non-native english speakers, and such things are hard to understand/follow

Urban Dictionary: chillin

relaxing doing nothing special.

www.urbandictionary.com

 

[M|S|M MYP]

Dear Mr. Nadya,

Thank you for saving the Nasdaq and tech stocks (At least for today)

Dear JPow,

Please follow suit....

Sincerely,

Everyone here at TMC

 

[Opus BC fan]

 

[Big Time]

CNN article about "thousands of troops" potentially being sent to Europe.
Another macro headwind, hopefully diplomacy wins here.

Also very glad that Tesla didn't have to do an impairment charge on BTC, we may have lucked out there(knock on wood)

 

[Singuy]

Well we've been trying to get some inflation going since 2008. All administrations have been doing this, huge amounts of excess cash sloshing around and it did nothing to actually boost wages and get the economy hot. Turns out that if you just gave a few thousand to poor people ...well you'll get some inflation. This discussion would be better continued on another thread but it is an interesting phenom and one that definately will concern some chicago school folks. Want to break out of a deflationary cycle. Make sure all, including the poorest people, have some $ to spend. Now we have a bit of inflation, wages are increasing and Tesla bulls should be paying very close attention to HR related matters at Austin because Austin labor market is very tight. Housing prices are skyrocketing and there is no spare capacity. It will be interesting to see how Tesla recruits and retains in Austin.

Meh, I still think inflation was caused by the perfect storm of ridiculous high savings rate during shut down and supply chain disruption post shut down just when people having a high desire to spend their savings. Savings rate is now dropping closer to pre-pandemic levels and we just need world travel to open up for that part of the economy to suck more money away.

I am actually afraid that we will see strong deflation due to housing cost and which may have fed raise rates just to damper that aspect of the economy.

 

[nativewolf]

It's actually looking like you can. It'll be even more apparent as we move into sustainable abundance via cheap renewable energy. Our biggest "problem" will soon be deflation.

I'm of the opinion most of this inflation is transitory. I base that almost entirely on the current state of the oil markets. We've been dramatically oversupplied since 2015 and global crude demand has very likely peaked globally. Yet all we hear about is scarcity and supply constraints that we know for a fact are not true.

Lots and lots of folks taking advantage of a pandemic to pad their profits or pass their losses onto someone else via hoarding and straight up price gouging. It's prison rules out there......for now. (see: Putin, Vlad)

Deflation is a demon that's hard to beat. Just look at Japan. The most brilliant macro economic enhancement occurred entirely by accident, give money to poor people. It was mean to tide over folks that had been impacted by covid but in actuality that, and child credits, have pushed lots of people off the edge of poverty. Deflationary impacts of nearly free renewable energy are not understood to say the least.

If energy is nearly free, why super insulate homes? Why not have all electric arc steel mills with lower costs, low cost aluminium smelting, etc etc.

Lots to think about but I doubt I'll live to see all the implications work through society. Interesting to consider.

 

[Big Time]

TSLA being discussed currently on CNBC for a grand total of 15 seconds

 

[Knightshade]

This guy worked for Tesla for only four months as a contractor, according to his LinkedIn.

So....4 times longer than the AGILE JOE JUSTICE dude everyone was reposting videos from a couple months back?

 

[hoang51]

The Microsoft price movements have been insane. Very glad its recovered, Hopefully wall street has figured out that a GOOD beat is going to go up, and they won't play it down. Cant wait to see what a GREAT beat does.

That's not what happened yesterday. I was observing how MSFT stock was reacting to their earnings release. As soon as Microsoft released good earnings beat, but absent of any guidance according to CNBC, the stock dropped. MSFT recovered to green once conference call got underway and provided good guidance, also according to CNBC. This updated article from CNBC summarizes it. You'll need to distinguish between an earnings beat and good guidance, especially which one would send the stock to the moon. Seems like you're still stuck on the idea that an earnings beat is the key to sending the stock to the moon. It is not. It's the guidance that's usually often not provided in title of the news that determines the stock's fate. Hope this helps you understand more and provides clarity.

 

[Unpilot]

If there is one thing I can't stand, it's a.........