Green Pete
Active Member
Hey look, TSLA q-sader is back and trying to make national holidays look like production issues
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There is a demand problem. Too many people want these cars and Tesla can't build them fast enough. It is a good problem to have.
Also using the inclusion or exclusion of winky faces and whether a string of words are used in a post is an unusual investment strategy. But hey have at it.
GF3 construction is stunning. Am I correct that the adjacent waterway is for drainage only and no material is delivered by it? Is our video host who reports regularly an official or quasi-official government functionary?
When viewing new or existing Tesla facilities, I like to remember that 1/86,000 of everything there is mine.
Points made by The Limiting Factor guy interviewed by Gali:
DBE will eliminate additional degradation resulting from charging to 100% and going down to near zero.
DBE should increase charging speed. He did not quantify.
I find it helpful to read @Krugerrand as having an arid sense of humor. Drier than dry.
(NOTE: I like dry humor, seriously)
Hey, that joke is not funny anymore. I hope you can stop. I am a Tesla long with hundreds of shares.Hey look, TSLA q-sader is back and trying to make national holidays look like production issues
Is that two or three days without production?
It might be a good time to implement any speed/efficiency improvements to the line they have been holding off on.
I really depends on the power of lobbying groups.
We are seeing the hottest month ever on human history, I am not seeing NRDC or Sierra or MoveOn serious about working with congress that EV cannot be excluded.
Tesla is lone wolf and it does not support unionization. UAW is a bigger force for Democrat part and GM / F executives are pretty much inline with Republicans. Tesla holds very little water.
UAW political contribution: 98% Democrat, 2% Republican
United Auto Workers Summary | OpenSecrets
GM donation history
OpenSecrets
TESLA donation history
OpenSecrets
The traditional automakers are much more involved in the politics.
You switched topics. The reference was about the Potter (Jeffrey Sandler) interview on excellent Tesla daily podcast. (Rob Mauer) (Incidentally Gali improved a lot during the years.)Lol, I just listened to Gali congratulating himself: (43:35)
"I think it's you know like Elon Musk said on the conference call the Youtubers and Bloggers are figuring this out and this is the cutting edge of research"
Yeah, that's what Gali said on his channel after the call, alright. But what ELON actually said during the Jan 2020 Earnings call was this:
Elon Musk -- Co-Founder and Chief Executive Officer
"Well, I guess, we don't have to -- I do think that a lot of retail investors actually have deeper and more accurate insights than many of the big institutional investors and certainly better insight than many of the analysts. It seems like if people really looked at some of the smart retail investor analysts and what some of the smart smaller retail investors predicted about the future of Tesla, you would probably get the highest accuracy and remarkable insight from some of those predictions."
Notice where Elon says Youtubers? Yeah, he doesn't. But that's what Gali heard, and the story he keeps telling himself (and his listeners). Funny or sad? You decide. I've decided to chuckle.
Just to be fair, my prediction for Tesla Battery Day is what I call the "G-Cube". It's archived and accesible in the thread "Moderators' Choice: Posts of Particular Merit" #37 from July 29, 2019.
G-Cube is my answer to this question from @ReflexFunds here: ↑
"I haven't seen much discussion on when people are expecting Pickup to hit production, and exactly what year Elon's 2TWh battery manufacturing target will correspond to. Any thoughts?"
So you all can take ur turns now: What will battery day bring? Predict away!
Cheers!
So you all can take ur turns now: What will battery day bring?
This whole "essential" vs "non-essential" business is a farce. One of the weirdest, non-logical "laws" we've been forced to follow. Just go into a Costco, Walmart, or Target to buy clothes and then think about all the other clothes stores forced to close, regardless of precautions.
On the other hand, you can go to a McDonalds drive-thru, buy a quarter-pounder with bacon and a McFlurry, but most ice cream shops have been forced to close.
Edit: looks like ice cream shops are ok to open now, but you get my drift. Ice cream is NOT essential by any means.
Yeah, that doesn’t qualify. It has to be the other kind of a demand problem.
I have plenty of TSLA and hadn’t been looking to add for years. But when Q1 of last year hit and people freaked out and SP dropped, I decided that for every post that mentioned Tesla had a demand problem I would buy a share. I did and got a really good deal on them in the low $200’s.
I’m doing that again this time around since I’m pretty sure Q2 handwringing will happen and claims of demand problems will resurface en force. I also think I might get a discounted price.
I doubled my position when it hit 170. I don't think we will ever see those lows again though.
also would be good have an answer to, how long does it take to prove that their new battery is roadworthy?
Makes much more sense what some states are doing is allowing big box retailers to sell "essential items" and not sell "non essential items"like clothes.
I doubled my position when it hit 170. I don't think we will ever see those lows again though.
Original source here:
Unofficial source indicates GF3 didn’t resume full production On 6th the first day after May-1 holiday, the halt may continue till 9th.