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

[T@oo]

*Sigh*

I now have two years to explain to my future ex-wife.

 

[Fred42]

*Sigh*

I now have two years to explain to my future ex-wife.

View attachment 481902

You're only a guy, she shouldn't have unrealistic expectations. You're not spending your money at the track. You're not spending your money on the bottle. The CT doesn't have blonde hair. It's a fun, practical vehicle with good bottom line cost of ownership that she can enjoy with you.

 

[riverFox]

Solid Black color option for Model Y now $1000, it was $750

Tesla Change Tracker on Twitter

 

[LN1_Casey]

#Gf4 #Gigafactory4 on Twitter

Clearing trees from the area around GF4 might begin in December.

 

[SpaceCash]

Ordered my 2-motor truck! RN11303XXXX

Am I the only one who got an email saying to reset my password to see it in my account?? Then the password reset link would not save my new password. Did I just give my card number to a Phishing scammer?

Lol no. They had me do the same and it worked. It made sense for me though because I didn't HAVE a Tesla account before.

I don't remember Elon being this quiet on FSD previously:

• Solved problem or
• Doesn't want to remind us that feature complete was supposed to 5 weeks away?

Art of War dictates that silence about it at this time is a good sign

Of course the bottom feeder trying to taunt Elon Mark B. Spiegel on Twitter

That dude still has money? Hella surprising


Serious question, are there any big-name shorties left at all? Spiegel doesn't count, and Chanos is being all coy/obfuscatory about his position.

 

[jhm]

Inspite of Cybertruckmania, today is the day before Thanksgiving. I expect the stock to trade down. Not to worry, it will likely perk up next week. So back the cybertruck up and get a double helping shares on holiday discount.

And most of all have a Happy Thanksgiving.

 

[Paracelsus]

Inspite of Cybertruckmania, today is the day before Thanksgiving. I expect the stock to trade down. Not to worry, it will likely perk up next week. So back the cybertruck up and get a double helping shares on holiday discount.

And most of all have a Happy Thanksgiving.

Thanks @jhm - and thanks for all you do here, too. Wishing you a wonderful Thanksgiving!

 

[kengchang]

Permit revision

F19-0017-B - Tesla BIW5 Loading Docks Rev 1

Project Description:
Revise Flush floor beam detail and detail balcony at unit entrance.

 

[MikeAtkinson]

Compared to the Model 3 reveal it now looks like cybertruck has about 3 times the number of Google searches.

Note also there seems to be an uptick in Model 3 searches.

 

[MikeAtkinson]

If we look at the last seven days, "Tesla Truck" is initially the most popular search term, but now "cybertruck" has overtaken it. There is little diurnal variation in "cybertruck" suggesting it is world-wide, with "Tesla Truck" being for the USA.

 

[MikeAtkinson]

What the world is searching for (I wonder why Ukraine prefers "Tesla Truck"?) :

 

[MikeAtkinson]

Compared to the Model 3 interest in the states is more evenly spread:

 

[MikeAtkinson]

Other observations:

"cyber truck" is also being searched for, about 30% of the "cybertruck" volume.

Compared with other motor companies, Tesla reveals have much more impact on search volume.

"Tesla, Inc" topic searches are slowly increasing, but are still way below "Toyota", "Volkswagen" and "Ford Motor Company".

 

[adiggs]

I was just surprised they've been seen as far as Ohio and Florida: Tesla Model Y visits historic Kennedy Space Center in FL

What could they possibly be testing that far away from home base?

Weather not found in California?

 

[UnknownSoldier]

Now Elon needs to figure out where to build 250,000 Cybertrucks. It's a nice problem to have sure, but it's still a problem.

 

[kengchang]

https://news.cnyes.com/news/id/4415749

According to market report, Tesla supplier (HOTA and BizLink) received notification to start mass production of parts six months earlier. Originally Tesla planned to start production of Model Y late 2020, but recently supplier chain rumors the pull forward to summer of 2020. supplier comments "Originally Tesla asks to start mass production in Q2 2020, but recently was notified to start production in Q4 2019".

"supply chain operators say, are also preparing to simultaneously supply recently released Tesla Truck Semi-related components."

 

[LN1_Casey]

Weather not found in California?

You mean hurricanes?

 

[Right_Said_Fred]

Compared to the Model 3 reveal it now looks like cybertruck has about 3 times the number of Google searches.

Note also there seems to be an uptick in Model 3 searches.

View attachment 481922

Nice chart. You should also show one without Cybertruck. It distorts the chart so much that it's very hard to see the search results for the other Tesla offerings (including Model S and ModelX). I expect it will show a spike in those searches as well, as a fallout from the Cybertruck news coverage.

Edit: I tried it myself - worldwide search results for S3XY over the last 12 months (pardon the Dutch language).

Conclusion: this was such a brilliant move by Elon. Conclusion #2: Wall Street is dumb. Conclusion #3: shorts are f*cked.

 

[Fact Checking]

I was just surprised they've been seen as far as Ohio and Florida: Tesla Model Y visits historic Kennedy Space Center in FL

What could they possibly be testing that far away from home base?

There's an easy answer to that question:

"Every day ending in a Y is a good day to visit the Kennedy Space Center. Especially in a Y."​

 

[Sean Wagner]

TCO of Cybertruck is less than half of a comparatively configured Ford truck. The fuel cost savings are very significant in the long run. This is especially true when the truck owner spends $6k~10k on gasoline each year.

Very interested in this analysis, as I wouldn't know what realistic commercial operators' scenarios to base it off.

If they deliver the promise of 500mile truck in 3 years, and we see 600mile model S around the same time, then it's pretty much game over for the competitors. Tesla would be like Intel in the 90s and only restricted by their production capabilities.

Whatever the initial [slim] margins on the 500 mile truck will be, my takeaway is that the margins and market penetration of all the other Teslas will rise noticeably.

Just flood global markets with ever more affordable model 3s and Ys. And a simple billionmeter commercial panel van.