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

[jw934]

Today, Gary Black updated % institution holding of Tech stocks:

% shares held by instit’ns:
GOOG 85%
META 79%
MSFT 75%
AMZN 70%
AAPL 62%
TSLA 46% <<

Pointing to possible huge institution share purchases once Tesla debts become investment grade.

 

[generalenthu]

All I want for Christmas is the ability to disconnect from all legacy internet and mobile phone providers.

A Starlink-backed TMobile product is a big piece of the puzzle.

Glad to see this. Already on Google Fi, which is T-mobile + better alternatives like secured wifi where they exist.

 

[Nocturnal]

Oh man .. Elon gonna have more $$ soon....

https://twitter.com/x/status/1562477813613047811

So this is also on the heels of the news that the new Iphone will have satellite connectivity.

Could also explain those persistent rumors of a Tesla phone.

 

[WattsHappening]

All I want for Christmas is the ability to disconnect from all legacy internet and mobile phone providers.

A Starlink-backed TMobile product is a big piece of the puzzle.

Add PG&E to the list and we be styling.

 

[betstarship]

Democratize everything!

 

[2daMoon]

Great James Stephenson interview if you have an hour and a half.

Spoiler: EOY Prediction

James tosses out EOY TSLA SP at ...

wait for it ...

$420.69

 

[Mengy]

Oh man .. Elon gonna have more $$ soon....

https://twitter.com/x/status/1562477813613047811

Now that's interesting. Satellite capability in mobile phones would perform better than cel towers if it utilized Starlink, no more need for tower coverage and such a phone would work pretty much anywhere with satellite coverage overhead. Which in time will be the entire world for Starlink.

Very interesting...wouldn't really impact Tesla stock much though, its more SpaceX related.

 

[Skryll]

Crazy thought, but is it feasible for Spain to export hydrogen to Germany?

Na, Canada is so much closer /s

 

[ShareLofty]

Now that's interesting.

Very interesting...wouldn't really impact Tesla stock much though, its more SpaceX related.

unless Tesla manufactured a phone

 

[2daMoon]

Very interesting...wouldn't really impact Tesla stock much though, its more SpaceX related.

Well, except for that "Tesla Phone" that is always being announced as click-bait on seedy YouTuber's channels.

 

[Prunesquallor]

Now that's interesting. Satellite capability in mobile phones would perform better than cel towers if it utilized Starlink, no more need for tower coverage and such a phone would work pretty much anywhere with satellite coverage overhead. Which in time will be the entire world for Starlink.

Very interesting...wouldn't really impact Tesla stock much though, its more SpaceX related.

Wonder if there is applicability to Tesla EV connectivity? I bet Elon wouldn’t mind cutting links to AT&T.

 

[AudubonB]

Why am I getting the heebiejeebies when I read the name T-Mobile, whether or not it is associated with Starlink?
It is a serious question: although not in the same league of Most Despised US companies as ’net service providers like Comcast, I am pretty sure that T-Mobile, Verizon, ATT and so forth, as cellphone service providers, aren’t viewed as fuzzy teddy bears one cuddles up with.
Moreover, not one of these firms has full coverage throughout even just the USA. Can it be that linking with Starlink makes that difference - ie, that satellite ubiquity trumps ALL ground coverage? That, I should think, would be a spectacular game changer.

 

[wipster]

There ya go -- next Gigafactory in Scandinavia!

For as many as they sell there it would certainly cut down on transportation costs!

 

[mongo]

Why am I getting the heebiejeebies when I read the name T-Mobile, whether or not it is associated with Starlink?
It is a serious question: although not in the same league of Most Despised US companies as ’net service providers like Comcast, I am pretty sure that T-Mobile, Verizon, ATT and so forth, as cellphone service providers, aren’t viewed as fuzzy teddy bears one cuddles up with.
Moreover, not one of these forms has full coverage throughout even just the USA. Can it be that linking with Starlink makes that difference - ie, that satellite ubiquity trumps ALL ground coverage? That, I should think, would be a spectacular game changer.

T-Mobile bought out my old provider Sprint and things seem better.
Starlink backhaul direct to cell towers would allow better cellular coverage pretty much everywhere. And potentially exit nodes for Starlink where the towers are on the terrestrial backbone.

There was a previous Starship/Starlink presentation where Elon called out behind the sceens talks with cellular providers.

 

[Skryll]

T-Mobile bought out my old provider Sprint and things seem better.
Starlink backhaul direct to cell towers would allow better cellular coverage pretty much everywhere. And potentially exit nodes for Starlink where the towers are on the terrestrial backbone.

There was a previous Starship/Starlink presentation where Elon called out behind the sceens talks with cellular providers.

In the SF Bay Area it appears as if they play the game of 'look how great coverage we have, all move over to us' and then sell off capacity to the next provider who plays the same game again a few years later. Currently t-mobile in SF is terrible while it still works great on the east-bay. I have experienced that with both Verizon and t-mobile over the years.

 

[2daMoon]

Somebody call that "Sparta" guy and tell him to get back to work!

Lunchtime is over.

 

[Mengy]

I don't know why, but my version of Think or Swim is showing a crazy volume error for TSLA in the past few minutes:

Volume is a bit higher than normal today!!!

 

[ZsoZso]

Now that's interesting. Satellite capability in mobile phones would perform better than cel towers if it utilized Starlink, no more need for tower coverage and such a phone would work pretty much anywhere with satellite coverage overhead. Which in time will be the entire world for Starlink.

Very interesting...wouldn't really impact Tesla stock much though, its more SpaceX related.

I don't interpret that as satelite-phone connectivity.
Remember, Elon said Starlink connectivity for cars is not practical, so how would it be practical for a cell phone ?
I would expect the collaboration to be more along the lines of T-mobile cell towers getting a Starlink dish providing fast up-link to Internet, so cell service remains the "last mile" connectivity between phone and tower, but from that point the data goes via Starlink.
On the other side of the deal, Elon could get cheap data connectivity for all Tesla cars via the T-mobile cell network (which uses Starlink as a data backbone).

 

[82bert]

This walk down is truly painful to watch. I’m a holder, but it’s still obnoxious.

 

[Billionaire]

If this change happens, I'm out

"Tesla, the UNcarrier"