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

[FreqFlyer]

Since the sales of M3s are newsworthy, there is this-

New Tesla Model 3 refresh leaked photo reveals steering wheel

New footage of a refreshed Tesla Model 3 has leaked, giving a peek at the interior for the first time...

electrek.co

 

[GhostSkater]

I watched a few minutes here and there and then at the end. He never gave a summary of how the trip went and the stats etc.. Not even a textual summary on the video.

That’s the livestream, full video comes a few days later

 

[SOULPEDL]

I see things as a progression of anti-EV assumptions and talking points being demolished.

• The OG Roadster demolished some talking points.
• Model S demolished a lot of talking points.
• Model X demolished a few more
• Model 3/Y demolished a lot more.
• Cybertruck will demolish some talking points that earlier cars couldn't
• Semi will demolish a few more talking points.
• Gen 3 cars will demolish a lot of price related talking points.
• The next gen Roadster can demolish a few more talking points.
• The Supercharger network demolishes a few more.
• FSD will make ICE cars look archaic

On addition, other EV brands can chip in here and there,

By the time we get to this stage, I doubt that there are many talking points left standing, and some have had their negative assumptions corrected by real world EV experience.

Part of me wonders if the comments are genuine since they are 100% negative. What's the probability of that?
Ya know how feedback on various sites give a verified purchase stamp? I think we're going to need that for humans pretty soon.
A simple filter On/Off is all I ask. BS World <--> Real World.

 

[Artful Dodger]

At 3:23 pm ET, you said:

isn’t this the moment the clever guys on this board writes something like “TSLA showing lots of strength today” or “omg lot of resistance today?” .. I want a breakout and fast.

...21 minutes later, your prayers were answered (new X/Twitter CEO hired).

ELON, IS THAT YOU?!​

Cheers to the Longs!

 

[Knightshade]

11.4.1 rolling to a handful of non-employee youtubers now

https://twitter.com/x/status/1656821677521600514

 

[Artful Dodger]

CNBC evidently doesn't want to report this. My prediction... they will wait until their round-up of news just prior to the closing bell... so no viewers (the ones that don't know what the heck is going on anyway) will be able to organise purchases of TSLA before the bell.

EDIT never mind But their discomfort was tangible while they discussed it

Also published late on Youtube. Go phish!

Elon Musk announces he hired a new CEO for Twitter | CNBC Television (2 hrs ago)

 

[Ogre]

Part of me wonders if the comments are genuine since they are 100% negative. What's the probability of that?
Ya know how feedback on various sites give a verified purchase stamp? I think we're going to need that for humans pretty soon.
A simple filter On/Off is all I ask. BS World <--> Real World.

Maybe 100% negative because AutoBlog has lost all credibility with anyone who owns an EV?

 

[Artful Dodger]

FYI, NKLA spiked at the same time. Did Elon find them a new CEO too?

True, but can we still call +$0.03 per share a "spike"?

NKLA will doubtless soon be rolling back down that molehill...

Cheers!

 

[2daMoon]

At 3:23 pm ET, you said:



...21 minutes later, your prayers were answered (new X/Twitter CEO hired).

ELON, IS THAT YOU?!​

Cheers to the Longs!

If it were Elon, wouldn't it have been 42 minutes?

 

[ByeByeJohnny]

Good article on Zach mostly making the argument he is the Tim Cook of Tesla. Paywalled.

The Executive Who Keeps Tesla Rolling Isn’t Elon Musk

Finance chief Zach Kirkhorn is little known outside the company, but inside he is widely admired for his skill navigating the demands of his boss.

www.wsj.com

I knew that Kirkhorn guy was smart

"Mr. Kirkhorn was frustrated by Mr. Musk’s high-profile dive into bitcoin—Tesla bought $1.5 billion worth in early 2021—and he was reluctant to hold the cryptocurrency on the company’s balance sheet, people familiar with the matter said. Tesla sold most of its bitcoin last year."

 

[Carl Raymond]

I see things as a progression of anti-EV assumptions and talking points being demolished.

• The OG Roadster demolished some talking points.
• Model S demolished a lot of talking points.
• Model X demolished a few more
• Model 3/Y demolished a lot more.
• Cybertruck will demolish some talking points that earlier cars couldn't
• Semi will demolish a few more talking points.
• Gen 3 cars will demolish a lot of price related talking points.
• The next gen Roadster can demolish a few more talking points.
• The Supercharger network demolishes a few more.
• FSD will make ICE cars look archaic

On addition, other EV brands can chip in here and there,

By the time we get to this stage, I doubt that there are many talking points left standing, and some have had their negative assumptions corrected by real world EV experience.

Nice. Let the ICE be the “vehicle of the gaps” and keep shrinking and closing those gaps.
One more for the list. Megapack + RE destroys the “coal powered cars” talking point, as does the announcement of all superchargers being powered from renewables.
When FSD can drive itself to the charging station and be plugged in by Optimus and then pick you up for work next day, another talking point is destroyed. We’re in a weird place right now. A comment like that at a weekend BBQ and the crowd would write me off as a raving lunatic, and yet it’s realistic and practical. So much that was science fiction up to now is about to become real. Challenging time for CEOs, other than Musk who’s landed in his element. /rambling

 

[dhanson865]

Well I put in a tiny order at 166 the other day and let it ride 2 full days. Missed it by less than a dollar, just raised the order after seeing the new twitter ceo news, still trying to find a small dip since it's buying in an account that doesn't have much powder to spare.

 

[Artful Dodger]

Ha, nice pivot from let's buy advertising to, let's sell advertising.

...and in Tesla news:

First glimpse inside Project Highland Model 3 reveals Model S like round steering wheel | Drive Tesla Canada

First glimpse inside Project Highland Model 3 reveals Model S like round steering wheel

New drone footage from above Tesla’s Fremont factory has given us our first look at the interior of the refresh Model 3, dubbed Project Highland. While the footage is from afar we can see the […]

driveteslacanada.ca

Cheers!

 

[Singuy]

Model Y LR increased by $250
S/X increased by $1000
Model 3 LR now available in Canada.

Finance incentive: as low as 3.99%

 

[StarFoxisDown!]

Model Y LR increased by $250
S/X increased by $1000
Model 3 LR now available in Canada.

But Troy said….

 

[Singuy]

S/X RHD cancellation letters went out, looks like Tesla will no longer be making RHD version of the car. Reservation holders will receive a 2k credit toward 3/Y.

 

[Todd Burch]

Also, FSD 11.4.1 rolling out to early customers now (Chuck Cook et al).

 

[MartinAustin]

S/X RHD cancellation letters went out, looks like Tesla will no longer be making RHD version of the car. Reservation holders will receive a 2k credit toward 3/Y.

At first I didn't believe you, but they've changed the UK website... all you get is a "feel free to look through our used cars with nothing newer than 2019" - at least you can buy a Raven

 

[Knightshade]

S/X RHD cancellation letters went out, looks like Tesla will no longer be making RHD version of the car. Reservation holders will receive a 2k credit toward 3/Y.

Even more weird-S/X will be sold in Japan, but only LHD, despite it being a RHD country

https://twitter.com/x/status/1656865089821999104

 

[Singuy]

Even more weird-S/X will be sold in Japan, but only LHD, despite it being a RHD country

https://twitter.com/x/status/1656865089821999104

Japan allows both hand drive cars on the road. Not sure what the demand would be for LHD cars but Japan is a small market for Teslas anyways.

Are Left Hand Drive Cars Legal In Japan? - Garage Dreams

Japan continues to fascinate motorists from across the world. As the birthplace of many legendary, desirable cars such as the Toyota Supra and the Nissan Skyline GT-R, many are interested in anything to do with Japanese motoring. There is a certain “mystery” to the workings of the Japanese...

garagedreams.net