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

[SOULPEDL]

F150:

https://twitter.com/x/status/1625548737861894147

No customer issues, OK to sell the F-150 Lightning on Dealer Lots, but they gotta stop the line at Ford because of an internal quality issue with the batteries? Threw dealers under the bus for one.

And two, what a bunch of malarkey! Unless the dealerships also do a stop sale, this is not a battery issue in the sense of safety. Maybe more like yield and cost. After dropping a whopping $500 (right?) in response to the recent Tesla Y sale, maybe that was their full margin - poof! Finance was like, "Q1's gonna look pretty bad if you keep building those things."

Edit: Maybe it's a strategy to spread out the ramp cost across several quarters. Stop in Q1, Start again in late Q2 (fixed it), stop again in Q3 (new prob)...

 

[Prunesquallor]

Interesting timing. TravelCenters of America just signed an agreement to pay EA, Electrify America, to install 350kW CCS chargers at most of their truck stops/travel centers. It is probably planned to feed at the NEVI funding trough. That really won't help with Semi charging, but it is a step in the correct direction. (Tough I really don't understand why they would pay EA to do that vs. just doing it themselves, even CircleK has their own staff managing their charging station build-out.)

Tesla really should offer a service to install Superchargers, with CCS capability, to places like CircleK and TravelCenters of America.

Tesla is installing in Buc-ee's. This will be awesome. CCS? Maybe.

 

[joh01652]

Interesting timing. TravelCenters of America just signed an agreement to pay EA, Electrify America, to install 350kW CCS chargers at most of their truck stops/travel centers. It is probably planned to feed at the NEVI funding trough. That really won't help with Semi charging, but it is a step in the correct direction. (Tough I really don't understand why they would pay EA to do that vs. just doing it themselves, even CircleK has their own staff managing their charging station build-out.)

Tesla really should offer a service to install Superchargers, with CCS capability, to places like CircleK and TravelCenters of America.

The new Flagstaff Supercharger I posted above is adjacent to a CircleK.

 

[CHGolferJim]

Tesla is installing in Buc-ee's. This will be awesome. CCS? Maybe.

Buc-ee’s is building from scratch, Pilot is renovating.

 

[Artful Dodger]

I put a limit buy order in last night at 190 on an account that can only trade during normal hours. So of course the stock is up today. Over 200 now.

Apparently I should have just made it a market order to get it around 192.

The intraday low today was $189.44 at around 09:31 ET so your order should have triggered. If it didn't execute, your borker sux (or front-ran your order). You on Robinhoodlum?

 

[Christine69420]

Tesla really should offer a service to install Superchargers, with CCS capability, to places like CircleK and TravelCenters of America.

I don't know much about corporate agreements like this. But Tesla have Superchargers with CCS plugs on many Circle-K stations in Norway.

 

[Electroman]

pick up it will- as TSLA races up and just when it regains its former glory with newly minted TMCers talking about buying private jets, yachts, writing poetry and even retiring-

You forgot buying Islands..

 

[TrendTrader007]

TSLA long term chart is an amazingly beautiful and awesome sight- better than any piece of art in Louvre in my opinion. Far superior to Mona Lisa and more money maker than Da Vinci. as an added bonus, TSLA chart shortens time frame between shorts and financial bankruptcy, which no other painting in entire history of civilization has ever accomplished. Elon is the single greatest artist of all ages.
what a sweet day for TSLA longs and a day of reckoning for shorties
as close to poetry as i will ever come
back to regular programming

 

[Cosmacelf]

Interesting that Berkshire Hathaway just purchased Pilot J truck stops... hopefully they'll be equipping them with high power charging stations building towards the future.

Is that how Berkshire operates? They strike me more like a PE firm that just milks the company and has very little strategic vision for any of their holdings.

 

[mongo]

No customer issues, OK to sell the F-150 Lightning on Dealer Lots, but they gotta stop the line at Ford because of an internal quality issue with the batteries? Threw dealers under the bus for one.

And two, what a bunch of malarkey! Unless the dealerships also do a stop sale, this is not a battery issue in the sense of safety. Maybe more like yield and cost. After dropping a whopping $500 (right?) in response to the recent Tesla Y sale, maybe that was their full margin - poof! Finance was like, "Q1's gonna look pretty bad if you keep building those things."

Edit: Maybe it's a strategy to spread out the ramp cost across several quarters. Stop in Q1, Start again in late Q2 (fixed it), stop again in Q3 (new prob)...

Production quality checks, incoming parts inspection, and supplier induced containment holds are real things that happen in the automotive world...

 

[Unpilot]

Like this? (Remainder is in cash).

View attachment 907129

96.8.....kinda weak ain't it?

 

[TrendTrader007]

bye bye shorts

 

[Artful Dodger]

TSLA long term chart is an amazingly beautiful and awesome sight- better than any piece of art in Louvre in my opinion. Far superior to Mona Lisa and more money maker than Da Vinci. as an added bonus, TSLA chart shortens time frame between shorts and financial bankruptcy, which no other painting in entire history of civilization has ever accomplished. Elon is the single greatest artist of all ages.
what a sweet day for TSLA longs and a day of reckoning for shorties
as close to poetry as i will ever come
back to regular programming

With apologies to the cat:

TMC is read,​

Shortzes are blue,​

Trendtrader is waxing,​

Poetic AF.​

 

[ggies07]

Someone please explain to me Elon's over the top concern with a declining population. Hello!?! Tesla bots anyone...I mean, does he just purposely exclude it from his frame of mind or what? As investors, that's the whole point of being excited that this company is going down this road - Tesla sees the future and knows humanity will need help.

 

[Max Plaid]

I wandered lonely as a short
Bereft of house, stuff, o'er cash
When all at once I saw I'd bought,
A host, of OTM puts, alas;
Beside the low, beneath the Ask,
To cover these, my eternal task

OK, not very good, but Wordsworth's hard...

 

[Nocturnal]

TSLA long term chart is an amazingly beautiful and awesome sight- better than any piece of art in Louvre in my opinion. Far superior to Mona Lisa and more money maker than Da Vinci. as an added bonus, TSLA chart shortens time frame between shorts and financial bankruptcy, which no other painting in entire history of civilization has ever accomplished. Elon is the single greatest artist of all ages.
what a sweet day for TSLA longs and a day of reckoning for shorties
as close to poetry as i will ever come
back to regular programming

I see that someone's portfolio is having a good day.

 

[Curt Renz]

CNBC - this afternoon:
Ford halts production and shipments of its electric F-150 Lightning due to potential battery issue

 

[TesslaBull]

Like this? (Remainder is in cash).

View attachment 907129

Wow! Is this really your complete AA???

 

[Curt Renz]

Reuters - this morning:
EU approves effective ban on new fossil-fuel cars

 

[SOULPEDL]

96.8.....kinda weak ain't it?

On cash that is...