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

[Mad@gascar]

Stock immediately shoots up
... I did too

You shoot up when the stock goes up? You must be high a lot these days!

 

[CorneliusXX]

Thank you. Something even M Phelps could accomplish.

Well he is a pretty clever guy.

Michael E. Phelps - Wikipedia

 

[ggr]

post your next yolos autist

So, I have twin autistic daughters. "autist" is the new word for "retard". I find it offensive, and would much prefer that it not be used here.

 

[ggr]

“It ain’t so much the things we DON'T know that get us into trouble. It’s the things we know that ain’t so.”

-- Artemus Ward, June 1964, quoted in the “Boston Traveler”​

Cheers!

Churchill, for sure.

 

[Artful Dodger]

Recall, Elon made these brief comments about CATL bty modules for MIC Model 3 during his Jan 4, 2020 interview with 'Third Row Podcast' (Director's Cut via YouTube).

Edit window timed out... Elon's Jan 4, 2020 comments re: CATL modules for MIC Model 3:

"The CATL cells, or the CATL situation, will be more of an integrated module than it will be a cell. It's not just... it's not super easy to replace these things, but yeah we do expect to use both LG and CATL in volume."​

Cheers!

 

[Artful Dodger]

Churchill, for sure.

Einstein, to be safe.

 

[Tim S]

“It ain’t so much the things we DON'T know that get us into trouble. It’s the things we know that ain’t so.”

-- Artemus Ward, June 1964, quoted in the “Boston Traveler”​

Cheers!

1864?

Or maybe it was Josh Billings...
It Ain’t What You Don’t Know That Gets You Into Trouble. It’s What You Know for Sure That Just Ain’t So – Quote Investigator

 

[MC3OZ]

Edit window timed out... Elon's Jan 4, 2020 comments re: CATL modules for MIC Model 3:

"The CATL cells, or the CATL situation, will be more of an integrated module than it will be a cell. It's not just... it's not super easy to replace these things, but yeah we do expect to use both LG and CATL in volume."​

Cheers!

Waiting for battery day is like waiting for Christmas...

In the mean time the Shorts are trying to force me into early retirement, I'm in no rush guys, you can keep some of your money...

 

[LN1_Casey]

Do y’all think that Battery day will have a greater impact on the SP than Autonomy day, because the OEM/General market has started to catch onto the fact that they’re significantly behind Tesla? Autonomy day I think went over a lot of heads, because so few understood what it showed.

 

[Fact Checking]

post your next yolos autist

So, I have twin autistic daughters. "autist" is the new word for "retard". I find it offensive, and would much prefer that it not be used here.

Just to explain the cultural context in which @azaz used it: in /r/wallstreetbets (WSB) subreddit speak "autist" is used in a self-referential description, never in an aggressive-negative context or as an insult.

"Us autists" who are "on the spectrum" are meant as a socially awkward but elite group of outcasts, with a bit of a self-deprecating but endearing overtone. "Be a true autist" is meant as someone having all the best traits of this subculture, where "Papa Musk" is considered a hero autist.

Just to get a feeling of it, watch this WSB investment advice video from two days ago (erm, strong language warning):

"When an WSB Autist visits R/Investing..." : wallstreetbets​

(There's even a TSLA reference in it.)

Or these self-identifying references:

"When the market is telling you you’re a true autist..." : wallstreetbets

"Any autist software engineers here?" : wallstreetbets

"Theres still time for $LL tendies you succulent Autists." : wallstreetbets

"Autist convention in Denver to decide our new home" : wallstreetbets​

I.e. this WSB use of "autist" is very different from the alt-right and 4chan use where it's indeed meant as a nasty insult.

/r/wallstreetbets basically turned around the alt-right semi-racial epithet of social exclusion and inverted it into a desirable, inclusive trait.

They even inverted the word "degenerate" in a similar fashion: via a CSS hack of the WSB moderators the number of subreddit subscribers on WSB is displayed not as "893,929 subscribers", but as "893,929 degenerates".

By subscribing to WSB you/we self-identify as autists.

 

[Dare]

Musk AF ————ᶠᵃⁿ on Twitter

 

[Singer3000]

Just to explain the cultural context in which @azaz used it: in /r/wallstreetbets (WSB) subreddit speak "autist" is used in a self-referential description, never in an aggressive-negative context or as an insult.

"Us autists" who are "on the spectrum" are meant as a socially awkward but elite group of outcasts, with a bit of a self-deprecating but endearing overtone. "Be a true autist" is meant as someone having all the best traits of this subculture, where "Papa Musk" is considered a hero autist.

Just to get a feeling of it, watch this WSB investment advice video from two days ago (erm, strong language warning):

"When an WSB Autist visits R/Investing..." : wallstreetbets​

(There's even a TSLA reference in it.)

Or these self-identifying references:

"When the market is telling you you’re a true autist..." : wallstreetbets

"Any autist software engineers here?" : wallstreetbets

"Theres still time for $LL tendies you succulent Autists." : wallstreetbets

"Autist convention in Denver to decide our new home" : wallstreetbets​

I.e. this WSB use of "autist" is very different from the alt-right and 4chan use where it's indeed meant as a nasty insult.

/r/wallstreetbets basically turned around the alt-right semi-racial epithet of social exclusion and inverted it into a desirable, inclusive trait.

They even inverted the word "degenerate" in a similar fashion: via a CSS hack of the WSB moderators the number of subreddit subscribers on WSB is displayed not as "893,929 subscribers", but as "893,929 degenerates".

By subscribing to WSB you/we self-identify as autists.

If you have to explain the joke...

I don’t think many people come here to hear pejorative terms, even if obscure corners of cyber space have convinced themselves that it’s clever and amusing. Back to Tesla shall we?

 

[qphan79]

Just wanted to pass along that I received a text today from the Tesla Newport Beach team. They were touting the “amazing updates” to the Model S, and they specifically mentioned the new 390 mile range. Take what you want from that.

 

[NicoV]

Whenever I want a break from this forum (which isn’t often lately), I like checking out wallstreetbets. Some hilarious posts over there.

You still have time for that after you’re finished with this thread?

 

[lklundin]

Especially in connection with Ark Invest's outlook on Tesla, there is quite some attention to how Tesla's EV-market share will evolve in the coming years.

Since EV-market share revolves around the car makers' (in)ability to get their hands on batteries, I would like to get an idea of Tesla's current EV-market share - in terms of amount of battery capacity deployed.

According to Adamas Intelligence, the 2019 Worldwide EV-deployment of batteries was 95.6 GWh:
CHARGED EVs Magazine on Twitter

So if someone can help me estimate how much battery capacity Tesla deployed in 2019 (in their cars only), then we should get a market share number that I would find quite significant.

Tesla's 2019 sales were:
S: 28248
3: 300075
X: 39497

The S/X models have 100 kWh, the SR 3 has 55 kWh, the remainder 79 kWh. I could not get accurate SR-numbers, but if the SR fraction is in the range 25% - 50% of total Model 3 sales, then in 2019 Tesla has deployed between 26 and 28 GWh of automotive batteries (stationary is only about 0.5 GWh). That range of SR/LR split corresponds to from 28% and close to 30% of global automotive battery deployment.

 

[Dare]

You still have time for that after you’re finished with this thread?

Lately...yes! This bull run has been messing with my sleep. I wake up and the first thing that pops into my head is: what's happening with GF(x) or the latest delivery numbers, when is battery day, etc. The list goes on and on as you know!

But this is good as it's getting me closer and closer to "calling in rich".

 

[Bet TSLA]

I bought 4, $888.88 shares earlier today which I intend to gift one each to my children when they open up a trading account in the next few days. One caveat, they can't sell it for 10 years.
I chose $888.88 in honor of:
The Chinese people
The Chinese government
The City of Shanghai
Gigafactory 3

Hopefully it brings them good luck as they start their investing careers.

Copycat. (Tesla, TSLA & the Investment World: the 2019-2020 Investors' Roundtable)

 

[Fact Checking]

If you have to explain the joke...

I didn't explain the joke, I explained the positive cultural context @azaz used it in. I did not promote its use within this forum.

I think @azaz assumed that TMC readers would be familiar with the full WSB lingo - but that's clearly not the case and I didn't suggest otherwise.

 

[Right_Said_Fred]

Shall we get past the acronyms, numerology, bats and autism, and post informative stuff about Tesla again?

 

[Right_Said_Fred]

We’re nearing the end of February and the places where we can track registrations are still showing very few deliveries. I’m wondering if we will see a repeat of Q1 2019 where most of the deliveries were during the last few weeks (actually 50% during the last 10 days of Q1 2019). Or are a lot of cars already being delivered in places that are black boxes?