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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
I was going to liken that to the b-movie Human Centipede, but then I thought better of it.
I will say that I’m impressed with that talking head Tim Drymouth who is still shorting Tesla. Such conviction is admirable.
No need to invent new acronyms when there's already one. What you describe is called demand response or DR in the energy geeks circle. It could come from ACs, water heaters (electric), etc.
DR isgoing to be an important capability when the vast majority of the grid is powered by renewables, which are generally variable. Of course batteries are the other missing piece of the puzzle.
larmor
Active Member
If they can hold true to the price of the cyber truck with that range and towing/load capacity then the Ford F series is going to be in trouble. Lots of people here in the south lake/Westlake area of Texas have pick up trucks and actually not a lot of them are hauling stuff. But the size of the trucks and the capability of the trucks are important both of which cybertruck meets the criteria and exceeds in the functional utility.
SageBrush
REJECT Fascism
Please explain.
I'm under the impression that money makers act as middle men for brokers
Title of video on Youtube is "Tesla Market Cap Surges Pasat $100 Billion"
Add another s and it would have been a nice VW pun.
RIP Terry Jones.
It's after hours, so I just want to acknowledge that we lost another comic genius today. So many TMCers obviously love Monty Python's Flying Circus. There have been so many times when Python skits were deployed to ward off the gloom of a bad TSLA day or reinforce the absurdity of the Shorts or Tesla detractors. Invariably, the references made me laugh.
Palin and Cleese remember 'remarkable' Terry Jones
It's after hours, so I just want to acknowledge that we lost another comic genius today. So many TMCers obviously love Monty Python's Flying Circus. There have been so many times when Python skits were deployed to ward off the gloom of a bad TSLA day or reinforce the absurdity of the Shorts or Tesla detractors. Invariably, the references made me laugh.
Palin and Cleese remember 'remarkable' Terry Jones
JRP3
Hyperactive Member
Has this been posted yet? I think this is the first time 'skabooshka' has publicly spoken with his true identity. A really strange story, this guy.
Bloomberg - Are you a robot?
Bloomberg - Are you a robot?
dc_h
Active Member
It hurts me but I sold 8% of my shares for part of the down payment on the wife & I's dream house (will be back at full TSLA strength once our current house is sold in a few months). The new casa has a great southern exposure roof that will be sprouting solar panels later this year, then 1-2 years down the road the wife is going to wake up on xmas morning to a M3 present parked in the garage. Another stall in the garage is reserved as habitat for a Cybertrk to colonize a few years after that. No doubt variants of this series of events will play out for millions of families in future years as Tesla continues scaling. At some point i'll build a small shrine to Musk in my man cave since his vision & work are translating to so much good for my family while helping to improve the planet for humanity & all other critters.
SageBrush
REJECT Fascism
Congrats !
You obviously have your priorities in order: if the roof is not a good fit for PV, on to the next house.
Ameliorate
Member
Well, I'm a tradesman, hopefully I don't lose all credibility. I do read a lot in my spare time
(maybe an investor now? is your title based on money earned????)I think the F150 is very blue collar, tradesperson type. It's not the cybertruck that's the problem, its the accessories that turn a regular truck into your job specific utility vehicle. Need to haul 20' long material? Contractors rack. Firewood or large quantities of studs/sheet goods? Headache rack. Need to keep material or tools dry? safe from theft? Canopy. If you want half the space of a canopy... ??!? seems illogical - get a Tonneu cover, my least favorite and what is more or less on the cybertruck. **Without the option of having the other accessories**
The stats of the truck blow everything else away, the price point is a thing of beauty.
On board air compressor is probably going to be handy a few times over the life of the truck, I would still likely have a compressor and not have my air hoses running god knows how far through the dirt and rain.
Remote power for a jobsite? That's pretty sweet, tools are all mostly cordless now with batteries large enough that you don't Need to have a charging station on site but it's definitely nice.
Body resistant to damage, I guess that's cool? The only trucks that look beat up are either treated like garbage or are used off road, nice to have the peace of mind that you wont accidentally scratch your new truck though.
IF you don't work in a densely populated city and can afford to haul a trailer, hell yeah the Cybertruck is the way to go. (cannot park a truck+trailer anywhere in cities)
If you want a truck to move a couch or take your ATV out to the trails, yeah, it can do that in style.
Want one of the safest family vehicles on the road? Yuuup.
It's still a huge market, and will attract some tradespeople who can make it work, but I think there will still be a lot of F150's driving around for some time. (I'm not a ford guy I just know they're popular for some reason, I like my Toyota but they took the wrong stance on electric and it will cost them dearly)
It just lacks the customization tradespeople use for their specific needs. I personally have a canopy with supported roof racks and haul long lumber etc weekly. I think I will get a cybertruck but I'll need a trailer for my work (If I'm still doing said work in a year the way this stock is going
.) When Tesla wants to focus on this particular audience, I have no doubt they'll make the ultimate work truck.TLDR, I think a few tweaks or the next generation of Tesla truck can target construction workers, but a lot will be held back by these seemingly insignificant (to you!) details. They matter quite a bit when every material delivery is $100+ and you could just pick that up yourself (when you need it - instead of being held up waiting for said delivery...days?...weeks???)
That said, if anybody works with patents I have ideas. PM me.
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larmor
Active Member
Those are all very good use points and for the person using the pick up truck for actual construction work those accessories would definitely be necessary. From my observation of the pick ups around me in North Texas, I would say 70% are not being used for any work at all and they are just basically a male SUV.
The Green 30 for 2020
The pioneers, leaders, and ideas that are trying to solve the climate crisis.
January 21, 2020, 1:00 PM
Mod: content removed for copyright violation. @Jackl1956 , if you want to post a link go ahead. --ggr
The pioneers, leaders, and ideas that are trying to solve the climate crisis.
January 21, 2020, 1:00 PM
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Mod: content removed for copyright violation. @Jackl1956 , if you want to post a link go ahead. --ggr
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SW2Fiddler
We Are Cognitive Dissidents
But hey, the need to assist Bolt sales gave the U.S. an EV income tax credit. The baroque algorithm was artisanally crafted to right-size the max credit to ...the capacity of the Bolt battery.
Thanks, Mordor!
MartinAustin
Active Member
You would have been pretty sick if you'd done this in July last year when the stock was $190 or whatever!
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