CalX
Member
Tesla won't post a US breakdown anyways so there won't be any official numbers I believe.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Tesla won't post a US breakdown anyways so there won't be any official numbers I believe.
SoGA Fan Club
Member
Ditto on everything you said - but one question, did you have a Prius, a Volt, or a Leaf before you bought your Tesla?
I LOVE that my Tesla removes at least a few drops of our dependence on middle east oil so we can get out of that hornets nest. I LOVE that I'm not blowing my exhaust into someone's car for them and their children to breathe. But, I really wouldn't have bought or driven a Leaf for that reason. Would you? Did you?
SoGA Fan Club
Member
Is this more to help Tesla or is it more to take options away from their competitors. Oh wait, there really aren't any competitors.
Dan Detweiler
Active Member
Actually I did drive a Volt for 5 years before my 3. It was the best option for me at the time in my price range.
Dan
Fact Checking
Well-Known Member
I don't think it's retail investors - they are typically exiting positions before earnings, if we accept "Robinhood users holding TSLA" as a proxy for retail investors:
My guess, the run-up (or drop) before key data events is due to:
- Options market makers fully hedging against black swan events, where the upside risk is probably larger for TSLA than the downside risk.
- Hedge funds buying out of the money Friday options one day before the delivery report. Why? Because this way they are paying almost no time value premium - they only pay the risk premium priced into options so far, for this single event. It's a binary leveraged bet that either pays big bucks or loses it all, and all within just a couple of trading days so that other macro events are less likely to interfere.
- Shorts covering - they might not want to assume the risk of a positive delivery report.
mblakele
FSD Beta (99)
DeepScale is located in Mountainview so they are positioned right besides Tesla's HQ in Palo Alto. Easy to absorb into the office.
Tesla has a pretty huge presence in Silicon Valley.
Tesla has a pretty huge presence in Silicon Valley.
Remember the reports from their glass supplier of the factory going into mass production on the 14th? Yeah, about that...
Vincent on Twitter
Vincent on Twitter
Fact Checking
Well-Known Member
It's a small, 40 employee startup with well-known researchers - I'd say this is a classic case of "talent acquisition", not primarily technology acquisition. Tesla had a few high-profile departures from their non-AI Autopilot division, and I guess they want to increase the headcount and automotive clout on the AI side.
Good move IMHO.
Fact Checking
Well-Known Member
Oh wow, and confirmed by Tesla China:
'Chinese social media: “All Tesla Model 3 Standard Range will not accept order after Oct 13th, this will be the last shipment of the Made in US Model 3, plz have ur test drive be4 Oct 7th and lock-in ur orders”'
'Made in China #Model3 is coming.'
'Made in China #Model3 is coming.'
Didn't expect them to stop selling the SR+ in China so quickly. They must be pretty confident to be able to ramp up GF3 quicker than Fremont.
That's huge news as it corresponds exactly with the rumored start of GF3 starting production of Model 3s...
humbaba
sleeping until $7000
That sound you hear is the rolling of M3's off the line in GF3...
Seriously huge news. For Tesla to stop shipping any SR+'s there beginning mid Oct strongly suggest they expect a rapid production ramp in 2nd half Oct and Nov. Stock should be up 5% just because of this news alone.
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