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

[Artful Dodger]

They are installing what look like building foundations in all areas.

View attachment 773238

Those square pits are for concrete piers which will be used to mount industrial robots. You'll see a line of them in any GA hall construction, which indicates where production / assembly will occur.

I'd guess those are for parts production, which will then be fed into the factory's main GA line near the point where the new robots are installed.

Cheers!

 

[bkp_duke]

I won't be posting for some time as my parter has parents and family in Kyiv.

She can't reach them ATM.

Prayers for their safety.

 

[JRP3]

Ummm. No Boston Dynamics does not have it pretty well figured out. There is still fundamental research on things like hands. Which will get us far off topic but there is fundamental research still waiting to be done. Then there is fundamental work on the physical components. Humanoid is years away. So to bring that back to investments...don't count on humanoid robots to drive revenue but it doesn't have to. Plenty of value in other ways.

You keep going on about hands when a number of workable solutions already exist. A humanoid robot need not be able to pick up a hair from carpet to still be useful, especially in factory repetitive jobs.

 

[SOULPEDL]

-5% 2 days ago
-7% yesterday
-6% premarket

Aren’t there buyers somewhere?

We did, yesterday. Many here on TMC did. You didn't?
Last chance!

 

[JRP3]

Glad I held off buying last night, started buying this morning. Probably not the bottom but I think close enough for FOMO to kick in for me.

 

[Mengy]

You keep going on about hands when a number of workable solutions already exist. A humanoid robot need not be able to pick up a hair from carpet to still be useful, especially in factory repetitive jobs.

I think hands will be one aspect of Optimus which improves over time. Initially the hands will be good enough to pick up large objects like boxes or push pallet jacks and such. Gradually with software improvements they will become dexterous enough to hold fine tools and do detailed tasks.

 

[Krugerrand]

Paging @Krugerrand - Care to double down?

 

[OrthoSurg]

We did, yesterday. Many here on TMC did. You didn't?
Last chance!

Ok ok, selling all my diversified portfolio to buy TSLA with what’s left.

 

[jbcarioca]

Directly Tesla may be largely unaffected by the curren events. Competitors are already being affected:

VW, Renault And Stellantis Plants In Russia Could Be Affected By Western Sanctions | Carscoops

Many automakers have factories and assembly plants in Russia, whose people buy thousands of western cars each year

www.carscoops.com

There can be TSLA consequences due to nickel and, aluminum (not up yet) from Russia and neon from Ukraine. The neon is most serious since Ukraine is the largest producer:

ASML CEO: US China export restrictions could affect 5% of order backlog

New restrictions by the United States government on exports of semiconductor technology could affect up to 5% of ASML Holding's order backlog, CEO Peter Wennink said on Wednesday.

www.reuters.com

These and other uncertainties will definitely accentuate TSLA volatility despite the high probability that Tesla will navigate all this very well and has no present distribution in the affected countries.

Obviously, detailed discussion belongs elsewhere, not TMC. These factors are now affecting trading activity and TSLA also, so the commodity price and supply consequences can be material considerations. Explicitly the neon supply does repeatedly arise, but ASML has already compensated quite effectively and they are the largest player relevant to Tesla chip supplies.

 

[SOULPEDL]

Ok ok, selling all my diversified portfolio to buy TSLA with what’s left.

Oh, and I was not advising, just sayin'.
It's easy to say when it's all done. the 19K was from 10 shares and a call at the close yesterday. So what do I know!

 

[cricketman]

Ok ok, selling all my diversified portfolio to buy TSLA with what’s left.

Me too!

 

[traxila]

Been buying on the way down.

But oh yeah got some wish orders in this am. Time to allot some cash to speculative calls I think.

These are my losses, not yours! Find some other advice.

 

[Opus BC fan]

For me, there is too much dust and debris to make any moves now.

 

[EVMeister]

For me, there is too much dust and debris to make any moves now.

Will you be able to act fast enough when that dust and debris clears? Or you can just HODL and not worry about the dust and debris.

 

[TheTalkingMule]

For me, there is too much dust and debris to make any moves now.

That's when you make your moves!

Looks like we're getting shoved back down to 700 just prior to the open. Gonna sit tight for 30 minutes and see how the open goes.

Pretty certain today is conversion of shares to LEAP spreads and cash. Cash to sit on in case things get worse and cheaper LEAP spreads appear.

Good luck to all!

 

[Prunesquallor]

EXCLUSIVE Tesla plans new Shanghai plant to more than double China capacity - sources | Reuters

SHANGHAI, Feb 24 (Reuters) - "Tesla Inc (TSLA.O) plans to start work on a new plant in Shanghai as soon as next month as part of a plan to more than double production capacity in China to meet growing demand for its cars in the country and export markets, two people familiar with the matter told Reuters.​

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"Once the new plant is fully operational, Tesla will have the capacity to produce up to 2 million cars per year at its expanded Shanghai facility, the company's main export hub, according to the people, who asked not to be identified in discussing still-private plans.​

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"The new plant will be located in the vicinity of its existing production base in Lingang, Pudong New Area.​

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"Tesla declined to comment."​

Coming soon, to a dirt pile NE of Phase 1... Now, the only remaining drama is can China build this new factory and fully ramp production there before Germany even issues af WASSERLIZENZ?!

Paging @Krugerrand - Care to double down?

Cheers!

So does this count as one of the “new” Gigas that were mentioned in the CC? Or is this considered an expansion?

 

[kabin]

I realize you are enjoying wallowing in your current misery, but you are ignoring Telsa's guidance which was given less than 4 weeks ago: the company will COMFORTABLY increase production by more than 50% in 2022 even WITHOUT Austin or Berlin.

Yes, both Fremont and Shanghai are positioned to increase production substantially in 2022.

Again, Tesla 2022 production is chip-supply constrained. Opening new factories WILL NOT increase the supply of chips, nor the number of total cars that Tesla is able to build in 2022. The limiting factor is chip supply, not factories.

All that opening new factories can affect in 2022 is to trade gross margin (increased operating overhead) for a faster production ramp in 2023, once supply constraints begin to ease. I trust Tesla Management to make the best choice.

Cheers!

Not to rain on the optimism parade but that assumes the past trend of high Tesla EV demand continues. There's a lot of other stuff going on in the world that could change things like increased EV competition, inflation, rising of interest rates, loss of stock market wealth effect, reduced value of employee stock options, eventual evening out or all out collapse of an inflated housing market, paying off government debt, the Fed bond buying, Ukraine war aid, isolation of the global markets (Russia, China is next), rising oil and natgas prices, ...

I would be surprise if Tesla's EV waitlist (demand) didn't significantly soften this year.

 

[Usain]

That's when you make your moves!

Looks like we're getting shoved back down to 700 just prior to the open. Gonna sit tight for 30 minutes and see how the open goes.

Just saw TSLA hit 731. Almost feels like a green day.

 

[Christine69420]

So does this count as one of the “new” Gigas that were mentioned in the CC? Or is this considered an expansion?

Like Artful said - this will probably be on the lot adjacent to the existing Shanghai Factory. So if this is not a bad rumour - an expansion.

Rumours earlier this month were about a new factory in a different region of China. Since only rumours don't bet on it.

 

[Artful Dodger]

Wow 3,542,965 TSLA shares traded in the pre-Market today.

Cheers!