The ground markings looked like keyless entry range testing.Any ideas what they were doing with the CT?
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The ground markings looked like keyless entry range testing.Any ideas what they were doing with the CT?
remote shutdown would end that party.In case anyone wants to know what it's like to have a deranged mentality, I looked at this video and started thinking:
I'm 6ft 200lbs and fast. I could climb the Fremont fences, sprint over to the Cybertruck, jump in the driver's seat and takeoff. Nobody could stop me.
There was no planning for how I was going to get out of the plant and what I would actually do with the truck, but this was a serious thought.
Lora writes one of those literally every week. Today, and most days, was likely about the TSLA options market.Maybe today's drop is related to the latest Lora hit piece : Tesla cut a steering component from some cars to deal with chip shortage, sources say ?
That's actually a very smart move by Tesla. Anything coming out of Shanghai would be going to markets where FSD is not going to be offered for years. They can always retrofit them down the road. There's zero point in holding up production for redundant piece that's exclusively for FSDMaybe today's drop is related to the latest Lora hit piece : Tesla cut a steering component from some cars to deal with chip shortage, sources say ?
The female employee at first I thought was calling security, but probably just want to take a picture. She waved at the drone at the end.I really hope these drone pilots don’t overstay their welcome. It didn’t appear that those employees were amused by the proximity of that drone.
It would be a real shame if Tesla put a stop to these flyovers because of a few overzealous pilots.
I have been to the factory on multiple occasions in a professional capacity and I can verify that they take their privacy quite seriously.
We also go down literally every week so you've proved nothing!Lora writes one of those literally every week. Today, and most days, was likely about the TSLA options market.
I noticed on the drone footage a motorhome just over the fencing with a great view of the testing area.Who needs industrial espionage budgets when Tesla Ubersleuths post things like this on youtube for free.
Haven't seen @jhm around in a while and need some statistical support! I know he ran the numbers on when we'd see EV adoption actually have a meaningful impact on crude oil demand. Are we there yet?
I'm seeing these EV share of passenger vehicle stats that are blowing my mind.
2.5% in 2019
4.1% in 2020
8.57% in 2021 !
Surely this is already putting a tiny cap on demand rebound from the pandemic lows? I know these are just new cars and not the whole fleet, but at this rate 2022 is what.....15%? Lordy!
Every week? How did we get from $17 to $4,548?!?!??!We also go down literally every week so you've proved nothing!
Wow. I would not have expected a halving of gasoline demand, even in Norway.I’ve been interested in this question too. Norway is way ahead of everyone in EV adoption - and gasoline consumption is falling nicely
Below I’ve plotted Norway gasoline consumption over the past decade.
I haven’t seen that specifically, but there are about 3 million passenger cars in Norway and 167,000 EVs were sold there in 2021 - over 90% market share That’s a pretty quick replacement rate.Wow. I would not have expected a halving of gasoline demand, even in Norway.
Is there an estimate of what fleet percentage remains ICE in Norway?
I sure do love it when people post comparisons to other stocks that don't actually prove their point.I'm pretty sure if this were "Google, GOOG & the Investment World" people would also be questioning why the stock is down after record earnings.
I just think there are not many buyers in this market in general right now. The last few days felt like it was mostly day traders and algos buying and dumping at close.
So what are investors waiting for? A clear picture on the Fed rate hike? The end of the supply and logistics crisis? Peak inflation?
This quote from an article today is also somewhat bearish. With less liquidity we could continue to see volatility and downward pressure on the stock price.
“NEW YORK, Feb 7 (Reuters) - Liquidity in U.S. stocks has fallen to levels last seen during the COVID-19 selloff two years ago, adding to volatility in an already-nervous market.
Market liquidity, or how easily investors can buy or sell a security without affecting its price, has been on a downward spiral for years. In recent weeks, however, traders have been whipsawed by massive moves.”
People are waiting for big guns to buy in. The fear of dropping further keeps retail at bay. Retail only chase and fomoing into positions. They are probably too busy buying puts right now because it's "free money" until their faces get ripped off.I'm pretty sure if this were "Google, GOOG & the Investment World" people would also be questioning why the stock is down after record earnings.
I just think there are not many buyers in this market in general right now. The last few days felt like it was mostly day traders and algos buying and dumping at close.
So what are investors waiting for? A clear picture on the Fed rate hike? The end of the supply and logistics crisis? Peak inflation?
This quote from an article today is also somewhat bearish. With less liquidity we could continue to see volatility and downward pressure on the stock price.
“NEW YORK, Feb 7 (Reuters) - Liquidity in U.S. stocks has fallen to levels last seen during the COVID-19 selloff two years ago, adding to volatility in an already-nervous market.
Market liquidity, or how easily investors can buy or sell a security without affecting its price, has been on a downward spiral for years. In recent weeks, however, traders have been whipsawed by massive moves.”
FTFY (and only partially /s)In general I agree with what this Twitter poster is saying. Based on that guidance of CAPEX through 2024, there's no possible way Tesla can spend enough of the free cash flow coming in on factories or new projects such as Optimus over the next 2-3 years. So then reality of the situation is:
A) Tesla sits on the cash
B) Stock buybacks
C) Dividends
D) Acquisitions
E) Bitcoin or Dogecoin
My vote would be B and D. D in very selective cases where Tesla sees they can achieve more vertical integration by buying a supplier
Edit: Doh and beaten. Serves me right for typing too much
Chunky,From what I can tell, whatever is happening isn't unique to TSLA. These are charts from today for various companies. They look pretty much the same to me. TSLA is the highlighted one. Others, in no particular order are NASDAQ, GOOG, MSFT, AAPL
View attachment 766112
Wow. I would not have expected a halving of gasoline demand, even in Norway.
Is there an estimate of what fleet percentage remains ICE in Norway?