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

[strago13]

I know some of you were requesting discounted EAP to FSD.

Your wish has been granted. This upgrade costs $3k until July 1st:

https://twitter.com/elonmusk/status/1275252790625923072

Crap, didnt think hed lower the price, I'm in.

 

[chrsk]

My bet is that they're already profitable by this point in the quarter, and this final push is to make it an outstanding profit (respectively to the shutdown period). Got my sell orders in at 1.2k and 1.4k, and think they'll pop by this time next month.

It will be very interesting to see how the market will react if the result is just a bit positive...

 

[jeewee3000]

Which broker? Which app, can you elaborate a bit?

Broker: Binck (under Saxo Bank)

The platform I got pointed to is:
ABN AMRO Evoting

They call it a shareholder portal.

However, it seems this platform only lets me vote in shareholders meetings of companies supported by this platform. (Some big names as Philips, Shell, Coca-Cola) I don't see Tesla listed.

So I guess the consensus that EU shareholders are scammed regarding voting rights is correct .

(I assume our EU brokers sell these voting rights in some way to entities wanting to have more voting power? I will enquire about this to try and uncover the mystery.)

EDIT: just sent an e-mail to my broker to ask about this. Will keep you posted @Lycanthrope .

 

[Boomer19]

Go on green is a GO! (The next step of stop light reactions.)

20.24.6 installed on 34 cars and pending on 33 more: TeslaFi.com Firmware Tracker

yep. buddy has it. and reverse gives you multiple rear facing cams view

sometimes i use this site as well to track firmware ...any good?

https://ev-fw.com/track-reports.php

 

[CorneliusXX]

My bet is that they're already profitable by this point in the quarter, and this final push is to make it an outstanding profit (respectively to the shutdown period). Got my sell orders in at 1.2k and 1.4k, and think they'll pop by this time next month.

I don't know if it's in the bag. AP and FSD price drops with a couple of weeks to go hint at Tesla wanting to get a little extra revenue this quarter. I doubt they would do that if profit was guaranteed.

 

[MTL_HABS1909]

I'm so confused. EAP to FSD has been $3k USD / $4k CAD for a while. My app still shows $4k CAD for the upgrade.

Exactly. No price drop in my app...

 

[LN1_Casey]

I don't know if it's in the bag. AP and FSD price drops with a couple of weeks to go hint at Tesla wanting to get a little extra revenue this quarter. I doubt they would do that if profit was guaranteed.

Possibly. We shall see P&D sometime soon, and then we can all fret over the profits or lack-thereof for the couple weeks after until it comes out at the end of next month. Either way, I'm happy. Stock price is around $1k, which is far more than I was expecting when I bought in at 200-something this time last year. B)

 

[Artful Dodger]

08:00 a.m. Whistle:

• TSLA share price: $1000.45
• NASDAQ Pre-market Vol: 44,321

Cheers!

 

[Twooz]

I wont be paid until end of next week and can't buy shares before then - will I be completely left in the dust as Q2 deliveries are released on July 2nd?

 

[elasalle]

https://twitter.com/garyblack00/status/1275346882332631040
All revenue from $TSLA $7K FSD and $2K Autopilot pkgs sold before 7/1 will be recogn’d at 50%+ in 2Q. With Apr software roll out of city street driving (stop signs & lights), PWC could permit even higher % recognition. Every $ of FSD & Autopilot rev is pure GAAP profit

 

[Todd Burch]

The fact that Tesla shut down all US production for 50% of the quarter and we are even discussing a possibility of a profit is absolutely remarkable.

Imagine a full quarter of production in Q3...

 

[dhrivnak]

I know some of you were requesting discounted EAP to FSD.

Your wish has been granted. This upgrade costs $3k until July 1st:

https://twitter.com/elonmusk/status/1275252790625923072

I just checked an my upgrade price is still at $7000. Are others really seeing a $3k upgrade?

 

[elasalle]

I smell a rat here...

1. This is conveniently announced right after the bozo's debacle in Tulsa
2. Sets this up as he'll be the savior in a month by announcing 'The new China trade deal i negotiated is one of the best ever for USA'
3. People have short memories, and this will come just in time for his re-election

B/w now and Nov, #1 needs Green Macros

Next play is 1T infrastructure Bill ...

 

[jeewee3000]

The fact that Tesla shut down all US production for 50% of the quarter and we are even discussing a possibility of a profit is absolutely remarkable.

Imagine a full quarter of production in Q3...

That'll be worse since Tesla loses money on every car they make. /s

 

[willow_hiller]

I just checked an my upgrade price is still at $7000. Are others really seeing a $3k upgrade?

I'm assuming this means it's $3k for people who paid $5k+ for EAP (was $4k yesterday). I paid $3k for AP, so the FSD upgrade price is still showing $7k for me.

 

[vikings123]

I just checked an my upgrade price is still at $7000. Are others really seeing a $3k upgrade?

3K is the price if you are upgrading from EAP to FSD, price remains 7k for AP to FSD upgrade. I don't know if the price has already been updated in the App.

 

[CorneliusXX]

https://twitter.com/garyblack00/status/1275346882332631040
All revenue from $TSLA $7K FSD and $2K Autopilot pkgs sold before 7/1 will be recogn’d at 50%+ in 2Q. With Apr software roll out of city street driving (stop signs & lights), PWC could permit even higher % recognition. Every $ of FSD & Autopilot rev is pure GAAP profit

I wonder how on earth this person could know what the accountants will accept in terms of revenue recognition this quarter. There's probably only couple of dozen people on Tesla and PWC that would have access to that info.

 

[TheTalkingMule]

Ford Ranger, Jeep Cherokee, Tesla Model S top American-Made Index

Where a vehicle is made is becoming increasingly important to consumers, according to Mays.

"We live in a global economy, but Cars.com’s research found 70% of American shoppers consider a car’s U.S. economic impact a significant or deciding factor in their vehicle purchase. The COVID-19 pandemic is increasing Americans’ desire to buy local, with 37% reporting they are more likely to buy an American-made vehicle in light of the economic disruption of COVID-19."

 

[TheTalkingMule]

Is there a thread/forum for FSD pricing discussion?

 

[elasalle]

I wonder how on earth this person could know what the accountants will accept in terms of revenue recognition this quarter. There's probably only couple of dozen people on Tesla and PWC that would have access to that info.

Same was as Jonas, Bernstein Bear, Chanos etc etc. (guestimate)

I have been following him and he seems to be giving sound info. cheers!!