Tesla is also opening a design centre in Berlin, rumored to be creating a small European car.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
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Tesla is also opening a design centre in Berlin, rumored to be creating a small European car.
Agree Tesla should start designing cars in the size classes below the Model 3/Y.
It usually takes an OEM about 7 years to go from initial design to volume production of a new car, Tesla can probably do it much quicker, but they are still looking at several years, particularly as the China and Berlin design centres that seem to be tasked with this are only just starting to ramp up themselves. I would look for reveals in 18 months to 2 years and then a short time to production start, that is a delayed reveal to avoid Osborning current models and giving information to competitors.
Open interest numbers seem to have changed quite a bit as compared to yesterday. As I look at the option chain on ToS you can see that open interest is well spread out from 2000 to 2500 strikes. I do not see heavy concentration at the 2100 level anymore. I think the MMs did a good job of closing out a number of those open contracts. Are they signaling that they don’t want to bother controlling what happens today? I see something similar for puts OI. Buckle up folks!
The maximum-pain.com website is still showing old data with a heavy concentration at 2100 level. Maybe they have not updated their data. For example ToS is showing OI for 2100 Aug 28 expiry is 6417 where the maximum-pain.com website is showing OI is 23611.
The maximum-pain.com website is still showing old data with a heavy concentration at 2100 level. Maybe they have not updated their data. For example ToS is showing OI for 2100 Aug 28 expiry is 6417 where the maximum-pain.com website is showing OI is 23611.
I have several small pension accounts, they should be invested in green/ethical and high growth stocks, however a couple of months ago I got a warning from the pension provider that the value of the pension was at risk due to the fall in commercial property values. Checking my pensions I can't actually see a fall so it was probably a general letter or concerned a small percentage of one of my pensions. UK commercial property has fallen enormously since the COVID-19 lockdown due to tenants refusing to pay rent (taking rent holidays) and the effects of company closures and reduced demand for offices when everyone is working from home. The investment was probably transferred to a "safe" security as I am coming up to the desired retirement age, still it is ironic that a policy designed to protect the pension from volatility can lead to massive falls in the pension value (although it didn't in my case).
I will be taking money out of the pensions over the next few months, as I have realised I can do a better job of investing and won't have any annual fees. Money probably won't be invested in Tesla because I am over exposed, but in green, ethical and biotech, with a HODL policy of at least 5 years.
Good start to the 7 AM trading window. I just saw this on the bid side. Yep that’s a 15.7 million USD order. Positioning for next week’s split?
anthonyj
Stonks
The real run starts when we see the new FSD software in a few weeks. The hype will carry it to $1 trillion valuation this year. Why do you think your short shorts are delayed?
you keep arguing this, Rob, whilst completely ignoring us Europeans that consistent tell you that Teslas are too big for a LOT of people, yes, including the Model 3.
A compact Tesla - Ford Fiesta, VW Polo/Golf, size is an absolute necessity for the Mussion.
jeewee3000
Active Member
Yeah that was me. I misclicked.
Terafactory Austin progress:
First concrete in the small cleared area to the north (20:00). Also more clearance to the east, and some new construction buildings to the far east.
Main site looks like it is more linear than the U shaped production areas in Shanghai and Berlin, with 5 or 6 lanes.
First concrete in the small cleared area to the north (20:00). Also more clearance to the east, and some new construction buildings to the far east.
Main site looks like it is more linear than the U shaped production areas in Shanghai and Berlin, with 5 or 6 lanes.
jeewee3000
Active Member
Not necessarily.
In Elon's mind, by the time Tesla would scale the manufacture of a compact Tesla vehicle, FSD and Tesla Network should be up and running.
Compact cars don't make sense if there is an active FSD fleet since:
1) customers needing transport but not having the means to buy a Tesla (Model 3 and up) could use Tesla Network for $1/mile. Cheaper than owning and insuring a compact car and you don't need a place to park it (an issue with many people living in apartment buildings or in the city center).
2) A compact car does not seat 5 people and their luggage. I.e. it's preferable that the robotaxi's are of decent size to transport people and their luggage.
3) Eliminating the compact cars owned by the true masses (meaning even greater masses than the 'Model 3 mass') but letting them use FSD would decrease the numbers of cars on the road greatly, reducing congestion/traffic jams.
So given the current technology and philosophy of transportation, I would agree Europe is screaming for a Tesla compact for around €25.000. But if you truly believe in the dawn of FSD within five years (as Elon does), compacts make a lot less sense.
Let's hope not. With focus groups you get "all we want is a faster horse" kind of thinking. And remember, there needs to be profit to advance, and larger cars mean more profit. Smaller cars are when you don't need lots of profit to expand the growing business.
Agree. I live in central London and the 3 is workable but I'd prefer a small crossover/hatchback that was narrower and shorter. Better for parking and more practical than the 3.
As an example of how difficult some Tesla's are in London regarding size, the Model X can't drive across Chelsea Bridge. It's too wide to fit through the barriers.
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Buy TSLA and HODL perhaps? Have you tried that?
I used to think you were being hyperbolic for dramatic effect but this year has taught me that anything is possible.
At this point I am hoping that S&P will wait until next ER to add TSLA to S&P500. Let Tesla hold battery day where they will present their next breakthrough in scaling, let them release full FSD(not robotaxi) with higher take rates and they can recognize all deferred revenue, Q3 numbers will be off the charts due to Shanghai margins and Y margins being much better than expected. Who knows, by then TSLA might be >$1T...
Current market caps:
1/ AAPL $2,138B
2/ MSFT $1,714B
3/ AMZN $1,703B
4/ GOOGL $1,100B
5/ FB $835B
6/ BRK $518B
7/ TSLA $417B
8/ V $409B
9/ JNJ $403B
10/ PG $344B
Current market caps:
1/ AAPL $2,138B
2/ MSFT $1,714B
3/ AMZN $1,703B
4/ GOOGL $1,100B
5/ FB $835B
6/ BRK $518B
7/ TSLA $417B
8/ V $409B
9/ JNJ $403B
10/ PG $344B
Runarbt
Active Member
What you need is the cybertruck.
It will squeeze in and expand all those narrow streetz and barriers. Then the X and will fit just fine afterwards.
Looks like this chart is now updated. Max pain at 2080 but imo it should not matter for today.
UkNorthampton
TSLA - 12+ startups in 1
I combined most of my (UK) pensions into one, took BIG hits/penalties and chucked it all into TSLA. Worked out nicely (so far).
Baillie Gifford (spelling) for a UK version of ARK? I don't seem to be able to invest in ARK in ISAs - not sure about pensions.
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I betting SP goes up at LEAST 1 GJ standard unit.I see what you’re doing....channeling your inner GJ so $TSLA rips tomorrow
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