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

[AimStellar]

Tesla grabbed market share from Chinese EV competitors in February​

- Delivered 4,630 Model Ys in February, compared to 1,641 in January
- The three main Chinese Tesla challengers saw sharp declines as the cut-price Model Y dented demand for their cars

Source

 

[buttershrimp]

Looks like my China prediction may be right! Headwinds be dammed, this rocket is taking off today!

 

[MartinAustin]

What has been the take rate so far on FSD? This would help show the number of people who might get access to the FSD Beta. Is it over 25% ?

 

[Sofie]

This morning, I can’t believe I regret my $550 laddered orders didn’t hit yesterday.
I was mind ready for all of them to hit.
now, that I see green this morning, I have mixed feelings of joy, relief and regrets.

of course, this could reverse. Or it could be the start of the recovery after the quadruple bottoms. It will be an interesting day.

I have more orders for 550$ today too. Not sure if they will hit either now.

 

[Johan]

What has been the take rate so far on FSD? This would help show the number of people who might get access to the FSD Beta. Is it over 25% ?

Troy's estimate is around 30%. I don't think they've ever dislcosed this in their quarterly filings.

 

[Norwalk79]

​

Tesla upgraded to Buy from Neutral at New Street; tgt $900​

Source - Street Insider

Thanks a lot. The upgrade comes just the right time for the start of new bull run.

 

[JohnnyEnglish]

Post Berlin GF how can US model 3 prices match up with EU model Y when one will have less taxes?

It will be an issue that Tesla will have to face as the production costs for the Berlin Model Y are also likely to be lower than Fremont (and Shanghai?) Y due to the front casting, structural battery and use of 4680 cells. In addition the US/EU (or China/EU) shipping costs will be eliminated. It will probably mean that Model Y sales will be much higher than Model 3 sales in Europe.

In a similar vein the price gap between the Berlin Y and the S/X in Europe will become extremely high. Perhaps, now the refresh has happened and the S/X are made on the same line in Fremont it might be economic to build an S/X line in Berlin. Probably a lower priority than the proposed European vehicle (or a model 2 line)?

 

[Vad42]

Where is the "download button" supposed to show up? In the Tesla app for our vehicle? Sorry, I don't have Twitter or anything so I don't know where this FSD button talk is coming from or where to find it.

In the vehicle. There will be software update in a few weeks. That update will add the button to 'Software' section (according to Elon). Then if you click it (and then sign in blood to confirm to be a good user, etc..) it will probably do another software update to download the FSDbeta.

I strongly predict that most people who payed for FSD will do this. I think more than Elon expects/wants. Which can be both good and bad, depending on how many issues still remain.

I can hardly wait to press that button. Where's a F5 for vehicle software update?

 

[15Peter20]

So yesterdays loss has been recovered in todays premarket. Time for a rally?

Sorry, but please don't rally just yet. Dry powder inbound but not for a couple of days!

Rally sideways please.

 

[TheTalkingMule]

This may come as a shock to some of you.....but CNBC isn't listing TSLA(up 7%) on its list of "biggest movers" in the premarket. So strange!

 

[JohnnyEnglish]

I strongly predict that most people who payed for FSD will do this. I think more than Elon expects/wants. Which can be both good and bad, depending on how many issues still remain.

You are probably right, but if Dojo V1 (or 0.9) does arrive in Q3 it should be able to chomp its way through the feedback and identified issues.

 

[Johan]

This may come as a shock to some of you.....but CNBC isn't listing TSLA(up 7%) on its list of "biggest movers" in the premarket. So strange!

Probably just an oversight, an honest mistake. Could happen to the best of us. It's not like they usually cover TSLA when it's down either.

 

[StealthP3D]

Sorry, but please don't rally just yet. Dry powder inbound but not for a couple of days!

Rally sideways please.

This is one instance when I think the use of margin is justified.

 

[Norwalk79]

Thanks a lot. The upgrade comes just the right time for the start of new bull run.

This upgrade does not show up in CNBC.com and Yahoo Finance yet, but the Tesla shorts saw it at 5AM ET that's why Tesla up $606 + $43 +7.6% and NasdaQ future at +300pts +2.44% at 9AM ET. This event only happens very few time.

 

[OrthoSurg]

This is one instance when I think the use of margin is justified.

Yes, I have cheated.
I bought on margin yesterday while the funds are clearing.
I feel dirty

 

[Norwalk79]

Probably just an oversight, an honest mistake. Could happen to the best of us. It's not like they usually cover TSLA when it's down either.

Don't you guys know that everybody is jealous with Tesla rocket momentum, so they are more willing to publish bad new. This upgrade does not show up in CNBC.com and Yahoo Finance yet, but the Tesla shorts saw it at 5AM ET that's why Tesla up $606 + $43 +7.6% and NasdaQ future at +300pts +2.44% at 9AM ET. This event only happens very few time.

 

[asburgers]

Emoji upgrade!

 

[gabeincal]

This is one instance when I think the use of margin is justified.

And I think it's pretty rare that you suggest margin use

 

[Mengy]

Market looking very green this morning, feels strange now!

 

[OrthoSurg]

One big advantage of the new forum format is that I don’t click disagree half of the time by mistake with my big thumbs on my iPhone. Really appreciate the new big Like button.

Market looking very green this morning, feels strange now!

Buckle up, because the booster is full for the rocket ride.