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I don’t think he will ever have to sleep in Tesla factory floorHe just has to sleep at Tesla instead of Twitter. Thats the only requirement.
I realize the intent of your question so I’ll ask a question that counters that intent. You know, to make sure we’re being fair in our judgment.When has Tesla been merely just a year late? Roadster? CT? Semi? FSD? Solar roof?
Every oem has been battery constrained among other things. They have caps on production and can’t actually scale yet. That said the ford lightning is an awesome truck and they pushed out a huge price increase and still have strong order book. I think they can get to ev profits on that one. 2026 they can really crank them out I think. I am hopeful, we need to see some OEMs make profitable Eva or the transition fails.The cutback in solar payments in CA means Tesla needs to make more powerwalls. The commission itself basically said that.
If Ford, or anyone else, were making real margins on their EVs they would be shouting it from the rooftops vs burying it amongst their ICE profits.
You do realize everyone can hear you, right? And that the above behavior doesn’t reflect any better on you as the behavior you’re claiming others are showing and representing, right? And that nobody has ever made any of the (parentheses) claims, right?They trick themselves into thinking somehow their hands are more diamond than us and their understanding of the market is more profound but it seems the only thing they have is a lack of recognition for social contracts (pump & dump is perfectly fine), plus a need to express imaginary masculinity (disagreeing with Elon means you are weak).
Q4 deliveries will be known in a few weeks not months.Currently I don’t see anything significant to change the narrative towards the positive in the next 2-3 months until Tesla delivers 4th Q deliveries
What's the net effect?
Unknowable.What would SP be without Elon selling on the open and MM taking advantage …. That’s the better question? For taxes and twits
The thing I am trying to understand is what forces will be the strongest in the SP in the next 2 weeks: Breakdown of the SPY support levels and return of a macros bear trend or the fact TSLA is at ridiculous low prices from Elon selling and if buyers starts piling in at there ridiculously low price and if we hit a hard bottom in the 150s. Not clear to me yet.
Elon destroyed any potentiel TA of TSLA to it’s impossible to predict a trend.
FTFYHe just has to sleepatwith Tesla instead of Twitter. Thats the only requirement.
You seem to have missed the word "deadline" in @mongo 's message. As he pointed out in his 2nd sentence, this is typical of the past, file 3 days on the deadline for the first day. He's not saying it only includes Monday's trades. Mongo is saying "this fits his pattern" and it's ~22Million shares round number. I think his implication is that this "round" is done.FWIW, today was only the Form 4 deadline for Monday's trades.
Historically, he's sold in blocks of three days and filed all simultaneously.
Plus, roundish share count.
No, three days are in the report
Just finished listening to the All-In podcast and I think Chamath said Elon had to sell because he got margin called. Not sure how accurate that info is. Just thought I put it here because I have not heard that before.
Yes.Is it that hard to ship them to countries in need , I had seen that Switzerland had some cars and Norway none, is trucking 8 cars more than the 24k in discounts? Also, what do you make of the urgency to sell in this year vs carrying the vehicle over into 2023 and selling for the higher price? That's a significant discount. Curious.
Anyone confirming this? Maybe a quote with some context? I find this hard to believe Elon bought on margin. Maybe Chamath threw it out as one possible reason someone sells?I think Chamath said Elon had to sell because he got margin called.
As I posted yesterday, when you live off loans against value for 12 years, you have to unwind it eventually. Nothing unusual here. This is the same as anyone else in Mr Musk’s position. This is how Bezos funds Blue Origin. Anyone doing due diligence would include this in the process when evaluating a company.Just finished listening to the All-In podcast and I think Chamath said Elon had to sell because he got margin called. Not sure how accurate that info is. Just thought I put it here because I have not heard that before.
Who knew supplying and selling cars world wide could be such a logistical juggling act?Useful video.
If true, the key part I got from the video was why China wait times were the lowest at 1-4 weeks compared to many months in Europe, North America & elsewhere.
For China produced cars (Model Y standard in October at time of recording, Model 3 for Europe), higher per-car net revenue in China than Europe or North America (after tax/incentives/shipping). No VAT in China, 19% in Germany (but also incentive), cheaper shipping, 10% import tax to EU.
Therefore his argument (if true in October & if still true now after price & other changes) is that Tesla should prioritise China sales, keeping waitlists short. China-made exports can wait. Complicating this now/future are exports from China to Thailand soon, Australia, New Zealand now plus Berlin exports to Asia (Taiwan, South Korea) might use ro-ro ships for return journey, reducing ship-lease costs. Overall though, if his assumptions are correct, we're going to see continually low wait times in China & associated media coverage. It's a narrative that won't go away until other markets have higher net prices than China.
Another point is that China deliveries are probably much less hassle than exports, paperwork, currency risk but especially availability to ships & risk of delays from bad weather, strikes, border problems. A couple of European countries have border guards on strike at the moment - UK & Spain from memory, although that may affect passengers more than goods.
Yes, that would have been much more appropriate a set of statements than my unAudiesque attempt at jocularity.Sometimes in my work I have to do some therapy. I just spent 3 days catching up with about a hundred of pages on this roundtable, 60 of which wouldn't be tolerated pre-2020 when I enjoyed dl003's contributions. I think lately dl003 is quite upset that Elon Musk blatantly violated Fibbonaci, broke all the floors and ceilings and other tenets of technical analysis. I don't think Elon cares about these. Let's please move on
I was thinking the same. The unknown here is whether EM is looking to pay off debt completely, or just wants to float the bird until it is cash flow positive on its own. He just cashed out enough to float it for two years or so. He has ruthlessly slashed costs there. Will he be able to increase revenues at the bird to where it is self sustaining?You seem to have missed the word "deadline" in @mongo 's message. As he pointed out in his 2nd sentence, this is typical of the past, file 3 days on the deadline for the first day. He's not saying it only includes Monday's trades. Mongo is saying "this fits his pattern" and it's ~22Million shares round number. I think his implication is that this "round" is done.
But I think there are more rounds coming in the near future. An earlier discussion suggested the absurd notion that only $3B was "high interest" debt for twitter. Yeah, $1B in yearly interest from a $3B loan is high interest all right - 33% ! There's no chance the rate is that high so no, the loan isn't just $3B. It's more like $14B so another 3 rounds of Elon selling like this could be in our near future.
The best force is no force.The thing I am trying to understand is what forces will be the strongest in the SP in the next 2 weeks: Breakdown of the SPY support levels and return of a macros bear trend or the fact TSLA is at ridiculous low prices from Elon selling and if buyers starts piling in at there ridiculously low price and if we hit a hard bottom in the 150s. Not clear to me yet.
Elon destroyed any potentiel TA of TSLA to it’s impossible to predict a trend.