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Am I reading the room right that some folks here are stressing? Come on guys, this isn't the $700 from last spring. We may spend a little bit in the mid-upper 700s (3500+) but then we will wake up one day and realize that Tesla went up another 30% over a week or so. The new Model S/X and Plaid+ are going to drive so much money to the bottom line. This year we will see two huge factories come online, with model 3/Y made in Berlin, crazy Chinese demand, and huge stainless steel billboards rolling out of Austin. Plus it's going to rain 4680s. We already won, now we are just trying to run up the score.
Edit, and Papa Biden is going to have Tesla solar and energy storage working overtime over the next 4 years minimum.
I agree 100%. Makes me appreciate my lazy buy and hold strategy that applies to most of my TSLA holdings.
Am I reading the room right that some folks here are stressing? Come on guys, this isn't the $700 from last spring. We may spend a little bit in the mid-upper 700s (3500+) but then we will wake up one day and realize that Tesla went up another 30% over a week or so. The new Model S/X and Plaid+ are going to drive so much money to the bottom line. This year we will see two huge factories come online, with model 3/Y made in Berlin, crazy Chinese demand, and huge stainless steel billboards rolling out of Austin. Plus it's going to rain 4680s. We already won, now we are just trying to run up the score.
Edit, and Papa Biden is going to have Tesla solar and energy storage working overtime over the next 4 years minimum.
I agree 100%. Makes me appreciate my lazy buy and hold strategy that applies to most of my TSLA holdings.
So it's all good now?It’s all good. We’ll get it back next week!
Rob was discussing this on his webcast today as well. I thought it was so obvious I just thought no one found it worth mentioning it. Less weight, better drag but almost same range. Has to be less batteries in the new one.
Just in case no one posted it yet
Thursday Ark Invest bought 66,943 and Friday 108,996 $Tsla shares
A correction is often around 3 days long
Seems there has been a lot of interest to keep it below $800 for Friday, likely related to Options but next week I would not be surprised to see the train driving in the other direction again
Does their current CO2 impact report include the accepted payment systems today?As long as Tesla publishes a CO2 impact report that includes BTC
Did the same except at $775 for around 3K each, so effectively $745 here, I can definitely live with that.I took the opportunity with the price drop and spike in IV to sell a handful of 750 puts for next week. The premiums at the time were about 2k each and I'm ok with buying shares for effectively 730 if assigned.
Without forgetting this is light-hearted conversation, here are two points to consider:I was ribbing @AudubonB a bit there. But let’s consider it.
In reality 1000, 1036 and 1050 are equally precise numbers. Psychologically maybe not.
Yet, if a person has a model that spits out 1036 and that model is their best effort, should they then round the forecast down or up to imply something about precision at the expense of reducing whatever accuracy that forecast may have?
Given that analysts are numerically rated in public and that the ones that aren’t shills probably care about their ratings, I would expect such analysts to say "no" and go with their best guess.
(And, to preempt all you cut ups out there, I know "it’s only a model." )
It will also give the car better handling, the base model may handle as well as the Taycan on curves now.Rob was discussing this on his webcast today as well. I thought it was so obvious I just thought no one found it worth mentioning it. Less weight, better drag but almost same range. Has to be less batteries in the new one.
Without forgetting this is light-hearted conversation, here are two points to consider:
1. You write that 1000, 1036 and 1050 all are equally precise. That statement is pedantically correct...and otherwise wrong. The reason is the died-in-the-wool mathematical pedant would under these circumstances write “1E3” if he’s suggesting “a thou”, or 10E2 if he’s suggesting “ten Franklins” or if he’s both pedantic and full-frontal loony then the otherwise reallly never to be seen 100E1...BUT AT THE SAME TIME demonstrating that the rest of his data justify those 1, 2 or 3 significant digits.
So, in real world shorthand, the convention is to substitute zeros when you are demonstrating that you have those 1, 2, or 3 significant digits.
Dead horse flogging done there.
2. How should the analyst present his data? No, I cannot agree with your conclusion that, effectively, “1036 is what the model spits out so that is what we’ll present.”
Rather, the useful and correct methodology is to use error bars to indicate to what precision your data exist.
When I left the world of the chemistry lab, where I ground out my PhD, and joined Wall St, I presented my analyses thusly. I do understand the exigencies of that world are such that academia’s “Publish or Perish” dictum is replaced by “Publish Now, Tomorrow and Next Week, Too”, so with the outlier exceptions like some of ARK’s work, if I recall correctly, we won’t see this from Wall St.
But. But. But: if you can’t show error bars, show zeros. That’s the way to avoid this Mod’s wrath.
It will also give the car better handling, the base model may handle as well as the Taycan on curves now.
You forgot the leading 0x*ADDENDUM: yep, that's really never to be seen. But if you really, truly, want to Mobius-flip your way through the wormhole and out the alternative NeverNeverLand, you could write E2E1. Yes. THAT is how Mr Musk ought to guide for this year: "We're hoping to produce and deliver E1E1E1E1E1E1 vehicles over the next 4E0 quarters".
That'll get 'em.
Lol, wishful thinking! Tesla has announced 10% higher installed capacity for S/X, which most likely uses a 10% smaller bty pack. (doh!)
Anyone else thinking there is likely to be some Osborne effect with the 4680? I have been warming up to a MY, but I think I would wait for the 4680s... They never really said what the max charge rate was, but I have a strong suspicion that the improved thermal performance and tabless design will offer even higher charge rates (which is probably why they didn't mention it). The stiffness and weight efficiency of the structural pack.... If I wanted the plaid MS/MX I would just wait for the plaid+ with 4680s for the reasons above. I can't be alone, but maybe it just doesn't matter while Tesla is supply limited....
I totaled missed that, thanks for mentioning it. It confirms my suspension and really cements in that they reduced the pack size to 90kWh.
But they actually announced that they increased S&X production capacity by more than 11%.