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I'm gonna take #1 off the list as Musk is predicting a China/Taiwan conflict to be inevitable and speculates that once that happens, Giga Shanghai can no longer be an export hub but only allowed to service China only. So unless that situation de-escalate, I doubt Musk will be building a new factory in China.Rumour: good chance that there is an announcement from Tesla China tomorrow, how significant and what it might be I refuse to speculate.
There are lots of suggestions in the thread and comments, but they just seem to be guesses/hopes/fears and not based on any information.
They are packing it up and moving it to the US?Rumour: good chance that there is an announcement from Tesla China tomorrow, how significant and what it might be I refuse to speculate.
There are lots of suggestions in the thread and comments, but they just seem to be guesses/hopes/fears and not based on any information.
What a bunch of toxic fools.I made the mistake to take a look at TSLAQ again:
They used to wait for 10Q to see whether the profit is “real”(excluding credits).
Now they just need to look at the slides to conclude the book is all cooked.
“Such a fraud you don’t need your last name to be Burry to figure out.”
It was hilarious when someone said to Gordon to back out SBC as high SBC from Elon's compensation package skewed SG&A in 2020/2021 he was using as a comparison. He instead went on this rant about SBC should never be backed out because it's part of Sg&A...uhhh okay. You know I am really considering quitting my day job and become a wall street analyst who gets paid big bucks for being stupid.I made the mistake to take a look at TSLAQ again:
They used to wait for 10Q to see whether the profit is “real”(excluding credits).
Now they just need to look at the slides to conclude the book is all cooked.
“Such a fraud you don’t need your last name to be Burry to figure out.”
Can’t figure out how Tesla is paying for new factories if they haven’t issued new stock or Bonds and the books are cooked…..I made the mistake to take a look at TSLAQ again:
They used to wait for 10Q to see whether the profit is “real”(excluding credits).
Now they just need to look at the slides to conclude the book is all cooked.
“Such a fraud you don’t need your last name to be Burry to figure out.”
They are using all the funds they made $$$$ on using Gordo's recommendations.Can’t figure out how Tesla is paying for new factories if they haven’t issued new stock or Bonds and the books are cooked…..
Maybe it's just me, but I don't even get the joke. "Overhang" is not the same as "hangover". Can someone explain it to me?
Also interesting they always mock Longs for “losing” 50% since ATH, but never boast how much they made shorting 2022.What a bunch of toxic fools.
James was able to easily debunk their claims:-I made the mistake to take a look at TSLAQ again:
They used to wait for 10Q to see whether the profit is “real”(excluding credits).
Now they just need to look at the slides to conclude the book is all cooked.
“Such a fraud you don’t need your last name to be Burry to figure out.”
new model me thinks.Rumour: good chance that there is an announcement from Tesla China tomorrow, how significant and what it might be I refuse to speculate.
There are lots of suggestions in the thread and comments, but they just seem to be guesses/hopes/fears and not based on any information.
Sure they can. At 650KWh per Semi, that's about 32.5 GWh/yr of 2170s. Did you not notice that Tesla recently began construction of a new section of the building at Giga Nevada? Further, Tesla is moving all powerwall and powerpack production to Lathrop, CA which will free up futher production space in the existing factory sections.Tesla can not produce 50,000 semis a year in 2024 without ramping 4680. They need those cells to either go into semis or free up 2170s.
How does Tesla intends to use multiple ?? gigawatt-hours per year of additional 2710s? Notice that the goal of 50K Semi is for 2024. That's ample time for Panasonic to ramp 2170 production at Giga Nevada.There’s no other source of 50gwh in high energy cells a year. Even if you assume a even split between 300 and 500 miles semis they still need about 38gwh
Last quarter, I discussed several cost pressures facing our worldwide stores business, inflationary costs, fulfillment network productivity, and fixed cost deleverage. Recall that these amounted to approximately $6 billion of incremental costs in Q1 when compared to Q1 2021.
Price cuts.All good
new model me thinks.
Just for full disclosure, I believe the NZ base Model Y would be a rear wheel drive model, with a smaller battery? If so, it's not really an apple-to-apples comparison.Our (nz) base model Y price post subsidy excluding sales tax is about $35k usd..
The base NZ model would be rear wheel drive with an LFP battery.Just for full disclosure, I believe the NZ base Model Y would be a rear wheel drive model, with a smaller battery? If so, it's not really an apple-to-apples comparison.
That said, since we're at around $65k for a "base" Model Y, that $30k is a huge difference . . . .