Off Shore
Off Topic Member
Sorry I wasn't clear. Teasing as in teasing something new.he did refer to powerwall component of the solar installation. Battery day will reveal more.
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Sorry I wasn't clear. Teasing as in teasing something new.he did refer to powerwall component of the solar installation. Battery day will reveal more.
And what’s even more exciting, Tesla is simultaneously skating to where three different pucks are going: electric transport, autonomous driving and solar energy.
And each goal is worth a trillion dollars.
Gotta use your Teslaquila somehow, and don't want to accidentally go to plaid and make Tequila Mistakes. You might become bankwupt.
So, margaritas: the chill mode of Teslaquila consumption.
Today's high was the fourth best intraday high. [yeah, got it wrong last time -- it was the second best]Today's high was an all-time intraday high.
Today's low was an all-time high daily low.
Today's close was the second highest ever, second only to yesterday.
TSLA is doing fine.
Personally, I think the influence of Sith Lord Ellison may also have something to do with it: "It’s not enough to win. All others must fail."Zach is an amazing CFO. I think that a large part of TSLA's current stock price can be attributed to Tesla's new IR stance and the fancy new earnings reports.
TSLA has gone from $200 to $1,600 since:
Of course Tesla has also delivered strong results over the same time period, but I think the effect of the way in which these results have been communicated to investors should not be underestimated.
- Tesla started started to disclose less public information
- Under promise and over delivering became the norm
- The earnings letter revamp in Q3'19
- Zach has started to provide better information around naysayer talking points like the AR.
By my calcs we hit 23 pages:Recommended house rules for tonight - if I may be so bold:
This should limit us to less than 20 pages. Anymore?
- Don't post the SP only We all have Google and no one is going to believe you when you say it is over 2k anyway
- Don't post excerpts of the report without spending at least 1 minute constructing a summary and/or your analysis
- Don't post quotes from the call without spending at least 1 minute constructing a summary and/or your analysis
- Don't post unless you are up to date on the thread and can confirm nobody has posted already. This has been almost impossible on previous ER evenings but if everyone follows these rules we have a chance.
.Elon said they will make a compact vehicle and an all terrain vehicle?
Mathematical definition of an oxymoron.LOL at Elon recruiting revolutionary actuaries
I have reposted here:If the TSLA AH increase disappoints you, forget it. This was a great day for Tesla!
Elon's confidence was at an all-time high. The path of continued growth to domination is clearer than ever.
Freemont will ramp to 500K/yr 3/Y (probably more when GA5 is finally finished) + 100K/yr S/X
Giga Shanghai will ramp to 500K/yr 3/Y
Giga Berlin will ramp to 2M/yr Y/3/?
Giga Austin (2,100 acres vs 741 acres) is 3 times the size of Berlin and should end up ~5-6M/yr
Just those 4 GFs will take production to 8-9M/yr by 2025/26.
Future GFs in Chongqing and Seoul should both be announced within a couple of years. IMO, good chance Chongqing is similar in size and output to Austin. Does anyone still doubt 15M/yr by 2030? Sure hope. These two may be enough to get us there.
I have never felt better about the company. The bull rush from $1,119 (prior to Q2 deliveries) to now is quite valid regardless of S&P 500 inclusion.
Great idea - If Neuralink can't tempt him back, nothing will.I’d love to see Elon hire Jim Keller as a shared resource for Neuralink, Tesla, SpaceX AMD any thing Elon might have up his sleeve.
Has anyone figured out if Elon's full self driving alpha build on his car is the 4D FSD rewrite version? Or is it just 2.5D with added functionality??
I think Elon's Alpha is on 2.5D still - or at least mostly 2.5D. Elon stated that the 0.5 was time related and not stacked sprites.Alpha definitely implies that it's the re-write they are working on and Elon gave example that it can take him to work with zero interruption sometimes
One more thing: Musk is already the fifth wealthiest person on the planet, and he’s only just getting started.
It is hard to wrap my head around how much of the world’s wealth this one man may own and control if even half of the objectives of his various enterprises comes to fruition.
Musk is on a trajectory to soon become the wealthiest and most powerful businessperson, not only ever, but by orders of magnitude.
Either this results in a spectacular implosion, or the greatest renaissance known to man.
It’s intermission of an epic story. Let’s refresh our popcorn.
By my calcs we hit 23 pages:
he should report on another industry...he's so wrong about TSLA....
Anybody with the transcript - high capacity xxxx vehicle?
I heard "high capacity passenger vehicle" -- presumably van or bus.
Don’t waste your time track Frankfurt price, especially premarket. Even NYSE premarket doesn’t matter.Shouldn’t there be some new credit ratings ready for Tesla soon?
Edit, 1680$ now
Couldn't it just be an alpha with new functionality? Handling different intersections, summoning to addresses, etc?