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

[neezer]

LA has its days!View attachment 538641

Awesome. Tough to beat nearby mountain views.

The most awesome restaurant setting I've been at in the US was in the LA area ... I forget where exactly ... definitely a bit outside the city ... it was a brunch ... at this outdoors place, kind of like a big grassy courtyard of sorts, which tables placed underneath open wood beams where they would hang flower pots and what not. Hard to describe, but it sure felt like you were in another country. Just awesome. It was during a time well before smartphones with decent cameras, so I don't have a pic handy.

 

[Dan Detweiler]

I wonder what was special about the Gene Wilder house? Lab in the attic?

Elon mentioned on the Third Row Tesla interview, that took place in that house, that he always admired Gene Wilder's work. I think this place was/is his sentimental favorite and the mansion was for show.

Dan

 

[feigen66]

None of these are "Blue" counties, in fact, some of them are quite hard-right Libertarian leaning, and profess to prefer succession, to form the independent state of "Jefferson"

Not SLO according to here:
California's 24th Congressional District election, 2020 - Ballotpedia

The Democrat has majority.

 

[wtlloyd]

Not SLO according to here:
California's 24th Congressional District election, 2020 - Ballotpedia

The Democrat has majority.

Ya, ya caught me, I thought I might be fudging on SLO but didn't want to look it up. Very familiar with the area, I was born in LA but moved to Ventura early 90's made many a trip through SLO and to photograph the coast there. It was just a smallish farming community in the '70's when I first did beach camping there at Point Sal. Now it's grown beyond its initial impetus of being a bedroom community to Santa Barbara with a quite respectable State University and commerce of it's own. Lovely area, too damn hot in the summer unless you are on the coast.

 

[Captkerosene]

I will add that if FSD and robotaxi service actually happens in 2-3 years, Tesla(and thus us) will be swimming in so much money that no one will care if Fremont costs more or if there's a threat of Fremont shutting down

We build robots. When they can drive themselves safely, we'll have the technology necessary to start building the robots that build the cars. Who wants a human factory at that point? Elon will be sitting at home with a factory on/off app on his phone.

 

[CorneliusXX]

It is logical to assume that Joey Klender might not have done deep due diligence on his post. Hanwha is one of the major solar cell producers in the world:
Hanwha Q CELLS
Through Hanwha Machinery they are highly capable industrial process suppliers and processors. So, a deal to supply QC on final cell production is entirely logical, but the deal is quite likely to be only the first public indication of much more extensive future plans. They are, for instance, among the world's leading heat treatment specialists, whcih can come in handy when dealing with, say, giant sized aluminum castings.

I will wager there is a far broader relationship under way.

Their market cap is only a little over $1b. Could be a nice little addition.

 

[FreqFlyer]

Honestly I think it would be about 50/50. People talk big about "moving to TX or FL for tax purposes!", but most people aren't really interested in actually living there.

Have you been to Austin lately? Nothing but Californians flocking here. And when asked, do you know what the top reason for moving to Texas? Lower taxes and better QOL. I wish the Californians would stay home in "Paradise"( their words not mine).

 

[ggr]

None of these are "Blue" counties, in fact, some of them are quite hard-right Libertarian leaning, and profess to prefer succession, to form the independent state of "Jefferson".
My point is that they could be predicted to buck Sacramento. Orange and Riverside are pretty populous, the others, not so much.

Kern isn't too trivial either. Some of the others I'd never even heard of. I assume you meant secession?

 

[Bet TSLA]

I'll see that and raise you:
View attachment 538186

From my backyard.
In the Santa Cruz mountains, 12 minutes from the Valley

Nice! Is that Lick Observatory hiding in the clouds? I think my house in Cupertino is hidden by the hills in that view.

 

[TheTalkingMule]

That isn't what the statistics show:

Florida, Arizona, Texas, North Carolina, South Carolina (in that order) are the leaders for net US domestic migration.

Meanwhile...

New York, California, Illinois, New Jersey, Louisiana (in that order) are the biggest losers.

That's out of necessity as wealth and income inequality ramps nationwide. It's concentrated in those areas so the masses get wedged out. Doesn't mean the average top engineering graduate wants to live in the Carolinas.

 

[Joe F]

With so many house hunter web sites, it's sad to see TMC turning into one...

 

[ThortsMD]

Wow, hard to beat that view in the US. Maybe I should move to CA

This is my view from home in Seattle. Care to reconsider?

 

[LN1_Casey]

You know, it's an odd time when Tesla is +$43 dollars, and most people here are comparing house views, and complaining about Californians moving to their state.

I mean, it's decent volume at 15mil, but not overwhelming. What's the Max Pain for this week?

 

[Jack6591]

This is my view from home in Seattle. Care to reconsider?
View attachment 538653

In Los Angeles you can snow ski on Saturday and go surfing on Sunday.

Just throwing that out there...Elon!

 

[Green Pete]

You know, it's an odd time when Tesla is +$43 dollars, and most people here are comparing house views, and complaining about Californians moving to their state.

I mean, it's decent volume at 15mil, but not overwhelming. What's the Max Pain for this week?

780 (edit: oh it's 735 now)

 

[pnungesser]

This is my view from home in Seattle. Care to reconsider?
View attachment 538653

What do they say about the weather forecast for Seattle.

If you can see Mount Rainer, it's going to rain.
If you can't see Mount Rainer, it is raining.

 

[elasalle]

German Bank Received Tesla Giga Berlin Project Finance Application, New €1.55B to Promote Domestic Battery Production

 

[LN1_Casey]

780 (edit: oh it's 735 now)

I was going to be surprised it was higher than last weeks', after that forced dip down.

 

[neezer]

This is my view from home in Seattle. Care to reconsider?
View attachment 538653

Yes, but the weather/sunshine is not as good!

 

[jbcarioca]

Honestly I think it would be about 50/50. People talk big about "moving to TX or FL for tax purposes!", but most people aren't really interested in actually living there.

Speak for yourself! Oh, you did. There are several substantial benefits to living in, say, Austin or say, the Space Coast. Even Miami and Dallas have distinct benefits.

For the record I am a Native Son, born in SoCal, raised in the Bay area in my early years.
Many people move for many reasons. Generalizing really does not work well.