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

[TheTalkingMule]

So what's with the "new battery" on the Model S/X? Weren't you people freaking out that it's possibly the entirely new battery architecture?

 

[MABMAB]

I love how the S interior is clearly geared toward not driving. Emphasis put on the powerful gaming capabilities and essentially shifting from an all-in-one screen to a while-driving screen and an entertainment-while-the-car-drives screen.

Like the idea of a pivoting center screen. Will definitely pull one from a wrecked Model S for my EV Wrangler TJ build.

Where did you get pivoting from?

 

[Dangerous Fish]

Hmmm... The Australians will love it.

 

[Chunky Jr.]

Looks like the turn signals are activated via the steering wheel touch surface... will be interesting to see how those buttons work. Haptic feedback maybe?

From a photo, it looks like there are round up/down buttons to the left of the left scroll wheel. They appear to be flush, not physical buttons

 

[SOULPEDL]

Not a fan of steering wheel, but I'd get used to it.

What if the wheel is operated like an aircraft? I think I'd like it but something tells me that's dangerous on power loss, unless they figured that out already. Or does both, choose your method, lol.

"Anything can happen in the next 1/2 hour... Stingray!
Clearly I've found a source of the Tesla inspired steering wheel on the Model S.

 

[TheTalkingMule]

Where did you get pivoting from?

It says "left-right tilt", I assumed that's for passenger viewing?

 

[LiveLong&Profit]

So what's with the "new battery" on the Model S/X? Weren't you people freaking out that it's possibly the entirely now battery architecture?

Could be.
If so: very positive news!

 

[TheTalkingMule]

Short interest for TSLA updated through Jan 15:

01/15/2021 56,367,815
12/31/2020 60,620,873
12/15/2020 45,227,476
11/30/2020 46,499,466

Edit to add: That's $47.8B, which is a lot to be short. These days.

 

[ammulder]

That steering wheel...

 

[Don TLR]

So I guess they’re no question about that steering wheel staying in the Roadster most likely, and Cybertruck possibly. I knew Sandy was concerned about off-roading with that wheel, But I like it.

 

[MikeAtkinson]

So 1,000,000 vehicle current production capacity. Methinks that this is a big deal,

The 1,050,000 production capacity needs to be multiplied by about 0.85 to get actual production (this takes into account line down time).

So current production is at a rate of about 900,000 / year. This definitely puts 1,000,000 production for 2021 within reach.

 

[AMN]

I've been trying to order the new Plaid Model X for about 20 minutes. The payment page is broken.
BAF!

 

[corduroy]

I have a feeling the steering wheel will be like the center screen of the Model 3. When it first came out everyone thought it was a bad idea and wouldn't work while driving. Then after 20 minutes actually using it, it becomes second nature and you can't image the car without it.

 

[SOULPEDL]

Any suggestions on how to add both a Plaid + S and a CT to my garage this fall and not have an Ex want take me to court to double my child support? Asking for a friend.

Yes, take custody of the child. It's your only option.

 

[capster]

Any suggestions on how to add both a Plaid + S and a CT to my garage this fall and not have an Ex want take me to court to double my child support? Asking for a friend.

Double your child support without your ex having to ask?

 

[agastya]

Has there always been a Plaid and Plaid+? Asking because "Plaid" shows March delivery with Plaid+ late 2021.
View attachment 631254

Range and Availability of the Plaid compared to the Plaid+ is perhaps an indicator that Plaid+ is the one that's going to have the 4680s.

Plaid : 390mi - available March
Plaid+: 520 mi - Available late 2021

 

[Pezpunk]

Plaid range is 390 miles, Plaid+ is 520 miles. What does this imply about battery form factor / chemistry / capacity?

edit: beaten by one minute!

 

[Artful Dodger]

After-action Report: Wed, Jan 27, 2021: (Pre+Main Session Trading)

Headline: "Shortzes Ablaze"

Pre-Market Volume: 936,410
SP: $872.03 -11.06 (-1.25%)
Data as of 01/27/2021 09:28

Traded: (Pre+Main Session) $19,359,795,477.45 ($19.36B)
Volume: (Pre+Main Session) 22,091,632
VWAP: (Pre+Main Session) $876.34

Close: $864.14 / VWAP: 98.53%
TSLA closed BELOW today's Avg SP
TSLA MaxPain (7:00 A.M.): $840 (+$10 from Tue)

TSLA S&P 500 Weight: 2.061133% (Jan 26)
Mkt Cap: TSLA / FB $819.138B / $775.134B = 105.68%
Note: Yahoo Finance yet to update TSLA Mkt Cap re shares issued Dec 11th (~$7.03B)
​

CEO Comp. Status: (est'd Mkt Cap including Dec 11th shares)

TSLA 30-day Closing Avg Market Cap: $766.87B
TSLA 6-mth Closing Avg Market Cap: $480.10B

Mkt Cap req'd for 8th tranche ($450B) likely achieved on Tue, Jan 19, 2021
Nota Bene: Operational milestones req'd (chart at link).
​

'Short' Report: Updated @ 3:35 p.m. ET (below is Jan 27 data):

FINRA Volume / Total NASDAQ Vol = 39.0% (37th Percentile rank FINRA Reporting)
FINRA Short / Total Volume = 58.0% (55th Percentile rank Shorting)
FINRA Short Exempt ratio was 1.41% of Short Volume (53rd Percentile Rank Exempt)​

Comment: "The Revolution is here; Lead, Follow, or get the Ford out of the way"

QOTD: @Krugerrand "Wasn’t a surprise when I learned they had dogs, not cats"

View all Lodger's After-Action Reports

Cheers!

 

[Buddyroe]

Did the range of the Model X Long Range Plus actually go down?

 

[bkp_duke]

Plaid range is 390 miles, Plaid+ is 520 miles. What does this imply about battery form factor / chemistry / capacity?

18650s for Plaid, possibly 2170s (only if contract with Panasonic allows)
4680s for Plaid+