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

[Nolimits]

No, time to load up was years ago when Tesla was scaling production for the Model 3 that had a waiting list around the block and the stock hadn't broken out yet. Or many years prior to that by the many wise ones who invested and helped Tesla through a longterm trial by fire. Everything now is just short-term noise that will be barely visible on an ascending chart a year or two from now...

So… just like now when the stock price is suppressed & Tesla is scaling factories for the model Y and cybertruck that had a waiting list around the block.. right?

Once Austin & Germany consistently start production at full go, I am sure SP will catch up. Seems like It’s not a matter of if but when.

 

[Mengy]

People here laugh because our cost basis is like 40 bucks...

So think again trying to intimidate people here by thinking we are a bunch of stupid bag holders. No we are a bunch of retirees who made it big with this company.

So say we all.

 

[traxila]

We would need to know the LCOE for Fusion, a rough optimistic guess would be about the same territory as nuclear fission, generator output profile the same.

Meantime the sun hasn't increased prices.

If there is a missing link anywhere in energy generation it is Wave energy and the designs are improving.

The balance of the problem is energy storage.

For Tesla energy the battery side should have strong demand even though batteries can't efficently solve seasonal variation.

Fission and Fusion are even more expensive if applied to seasonal variation.

I would like to see Tesla do more with solar, I would love a "solar day" similar to battery day. IMO there are opportunities to improve solar.
"

I would submit that “battery day” was a “solar day”.

 

[Mengy]

General steam game support coming...he didn't say when, but still a big deal as it opens the door very wide for 3rd party games and apps (eventually). Steam is a big game distribution platform which makes money from developers using their APIs. I'd imagine Tesla getting a new revenue stream from this.

Steam (service) - Wikipedia

en.m.wikipedia.org

Steam Store

Steam is the ultimate destination for playing, discussing, and creating games.

store.steampowered.com

https://twitter.com/x/status/1496245381084200961

Wow, as a Steam gamer myself that would be all kinds of freaking amazing!

 

[pitabun]

Wow, as a Steam gamer myself that would be all kinds of freaking amazing!

As a Steam gamer myself, I can't afford a $100K car.

 

[Prunesquallor]

Wow, as a Steam gamer myself that would be all kinds of freaking amazing!

Really, are we really focused that much on gaming in our cars? Can't these software skills be used better elsewhere?

 

[Singuy]

Not a very flattering review of Kevin's Lucid. Not only is there a recall, but his car had a steering malfunction that required it to be towed to the service center. His car is 1 week old it seems.

Lucid Group to recall over 200 cars due to possible safety issue

Electric-vehicle maker Lucid Group said on Tuesday it would recall more than 200 of its premium sedans due to a possible safety issue, sending its shares down nearly 5%.

www.reuters.com

 

[ZeApelido]

Despite the chronic underestimation of the FSD timeline, as a person who has implemented “real world AI”, Musk’s competence and confidence when talking about FSD gives me warm fuzzies.

And dollar signs dancing in my head.

https://twitter.com/x/status/1496290695694495753

https://twitter.com/x/status/1496288046832140288

 

[AZRI11]

Wow. Look at all the lawsuits filed against Ford. Tesla's got some catching up to do Ford Motor Federal Litigation Filings - Company Legal Profiles

 

[Singuy]

Did Tesla just defended 827, the critical support level in AH? We will see tomorrow!

 

[Bouboule]

I agree 100%. When I first heard the news of the selection of Berlin for a Giga, I thought, "really"? Why would Germany welcome Tesla with open arms, when there is little doubt that Tesla will demolish an industry that represents about 20-25% of it's GDP. I calmed down by telling myself that Elon knows more than I do and wouldn't walk into what may be a trap. We'll see.

I don't! In a lot of industries, companies with similar interest have a tendency to work physically close by. Think of silicon valley, car OEMs, Wallstreet, the luxury stores, etc. Talent and wealth of information is really hard to get and keep. By attracting Tesla, Germany is making sure it continues to be the pole of the European car industry. Maybe it is sacrificing a little or a lot (BMW), but in the long term the country is better with Tesla in Germany.

 

[GOVA]

General steam game support coming...he didn't say when, but still a big deal as it opens the door very wide for 3rd party games and apps (eventually). Steam is a big game distribution platform which makes money from developers using their APIs. I'd imagine Tesla getting a new revenue stream from this.

Steam (service) - Wikipedia

en.m.wikipedia.org

Steam Store

Steam is the ultimate destination for playing, discussing, and creating games.

store.steampowered.com

https://twitter.com/x/status/1496245381084200961

I will use it NEVER. I don't do tfitter, but I wish they actually fixed terrible navigation UI during HWY drive, winshiled wipers 'auto' mode, and few more things. I am positive others have mentioned several more urgent fixes. Steam can wait, IMO.

 

[Tommy O]

I don't! In a lot of industries, companies with similar interest have a tendency to work physically close by. Think of silicon valley, car OEMs, Wallstreet, the luxury stores, etc. Talent and wealth of information is really hard to get and keep. By attracting Tesla, Germany is making sure it continues to be the pole of the European car industry. Maybe it is sacrificing a little or a lot (BMW), but in the long term the country is better with Tesla in Germany.

Yes. Tesla becomes German once they start producing in Germany, and Germany is a great place to make an auto plant. It’s a win-win for the US and Germany.

For the same reasons states in the US fight to support the foreign auto plants in the US.

 

[Discoducky]

I will use it NEVER. I don't do tfitter, but I wish they actually fixed terrible navigation UI during HWY drive, winshiled wipers 'auto' mode, and few more things. I am positive others have mentioned several more urgent fixes. Steam can wait, IMO.

Vastly different engineering disciplines...this is my professional opinion.

This is a huge step for Tesla as it is a play for the future of transportation when the computer is the driver and the passengers are wanting to game and have budget to spend on it.

This demonstrates how bullish Elon is for solving FSD.

 

[Ipcress]

I don't! In a lot of industries, companies with similar interest have a tendency to work physically close by. Think of silicon valley, car OEMs, Wallstreet, the luxury stores, etc. Talent and wealth of information is really hard to get and keep. By attracting Tesla, Germany is making sure it continues to be the pole of the European car industry. Maybe it is sacrificing a little or a lot (BMW), but in the long term the country is better with Tesla in Germany.

All good points. But, if BMW goes under, it won't be because a Tesla factory located in the same country, it'll be because there's a Tesla factory in the same world.

 

[OrthoSurg]

Did Tesla just defended 827, the critical support level in AH? We will see tomorrow!

I read that once a support level is breached during trading day, for TA traders it doesn’t hold anymore. Correct me if I am wrong and it varies from TA traders to another but I thought it was the intraday breach which was critical.

 

[Singuy]

I read that once a support level is breached during trading day, for TA traders it doesn’t hold anymore. Correct me if I am wrong and it varies from TA traders to another but I thought it was the intraday breach which was critical.

It's the closing that's critical. However we have seen AH also follows TA somewhat. I remember after Tesla got snubbed from S&P, a few days later the fibonacci retracement level of 38.2% was hit in AH and right when that happened, we saw Tesla started climbing AH and continued the next day as a solid reversal.

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[OrthoSurg]

It's the closing that's critical. However we have seen AH also follows TA somewhat. I remember after Tesla got snubbed from S&P, a few days later the fibonacci retracement level of 38.2% was hit in AH and right when that happened, we saw Tesla started climbing AH and continued the next day as a solid reversal.

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Oh ok thanks for the info. You are making me bullish again. Let’s see if we have a follow through tomorrow.

 

[Knightshade]

General steam game support coming...he didn't say when, but still a big deal as it opens the door very wide for 3rd party games and apps (eventually). Steam is a big game distribution platform which makes money from developers using their APIs. I'd imagine Tesla getting a new revenue stream from this.

Bit odd they only (from my reading of a teardown) put a 256GB drive in the new Ryzen computer then... the largest of games won't fit on that, and there's a good dozen or so more you couldn't fit 2 of in that space. AAA PC games are getting stupidly large anymore, and SSD storage is pretty cheap.... like going from a 256 to a 1TB drive costs less than one new video game does, even at retail prices.... though I suppose chip shortages might've forced the 256gb choice on them for now.

 

[Singuy]

Bit odd they only (from my reading of a teardown) put a 256GB drive in the new Ryzen computer then... the largest of games won't fit on that, and there's a good dozen or so more you couldn't fit 2 of in that space. AAA PC games are getting stupidly large anymore, and SSD storage is pretty cheap.... like going from a 256 to a 1TB drive costs less than one new video game does, even at retail prices.... though I suppose chip shortages might've forced the 256gb choice on them for now.

Pretty sure you can run the games off an external SSD hooked up via usb drive so I probably wouldn't worry about storage.