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

[woodisgood]

Considering the absolute beatdown in clean tech today, we've held up swimmingly, whether due to upcoming ER or max pain. The past two months on days like today, we'd be down along with that sector.

 

[elasalle]

ARK Sold

14	ARKK	04/14/2021	Sell	TSLA	88160R101	TESLA INC	185,712​	0.5531​
24	ARKW	04/14/2021	Sell	TSLA	88160R101	TESLA INC	57,043​	0.5881​

So did ARK sell any Covered Calls by any chance
Big enough to be MM's now.

(Alls' fair in Love & War and the Market)

 

[JayNT]

I think it's possible that he gives these overoptimistic timeframes on purpose, to put pressure on his people to perform beyond reasonable expectations.

It has been said that Elon pushes his top people out of airplanes and expects them to invent the parachute on the way down.

 

[Todd Burch]

It has been said that Elon pushes his top people out of airplanes and expects them to invent the parachute on the way down.

Haha that is a good way to put it!

 

[oldTAVguy]

It has been said that Elon pushes his top people out of airplanes and expects them to invent the parachute on the way down.

Half of them could do it, and the other half will learn to fly.

 

[LiveLong&Profit]

I’m so brand loyal I’ve switched poisons from Coke to Pepsi products simply because Pepsi is getting the first order of Tesla semis. There are also no Adidas products allowed in this household because they made a stink over the original Model 3 symbol.

I was auto brand loyal prior to Tesla for a few decades. It took a big deal like Tesla for me to flip. It would take an equally big deal to flip me from Tesla. Yeah, I can’t even begin to fathom what it would need to be. Certainly bigger and badder than a few Bitcoin.

Nice. But... What if legacy auto offered you a customized mountain in return for a ringing endorsement?

 

[gabeincal]

Well folks, some good news from Fremont:

• Fans are extracting a lot of heat from Kato. Employee lot FULL. Production started?
• Gigapresses seem busy and there is a stockpile of new castings.
• Factory seems busy with plenty of cars in the delivery lot, etc.
• Semi spotted on the track.
• What I assume to be a refresh Plaid X spotted on the track.
• Anything else I might have missed?

Enjoy

 

[buttershrimp]

Yeah, but I bet they got in at a much lower price than the plebs

They would have to have better access right?

 

[Christine69420]

The Battle of $1

 

[GrandEnigma]

They would have to have better access right?

They bought $246m/749,205 shares across a few funds yesterday, that would leave us at an average price of about $328.

 

[Tyler34]

I have an alternate viewpoint on Elon's timeframes. I think it's possible that he gives these overoptimistic timeframes on purpose, to put pressure on his people to perform beyond reasonable expectations. After all, he does seem to elicit more out of his employees than anyone else I've ever seen. It may just be his way to keep the screws tight to ensure Tesla stays far ahead.

Thats a good way to get to replace a good portion of your top performers each year.

 

[GOVA]

Shocking. Some people dare to question Tesla/Elon vs other brands while wasting away their lives.

It is so easy not to see that Tesla and Elon are the only hope. Only hope.

Just imagine or remember the world w/out that. We'd be quieuing to buy the newest model of great V12 ICE with new buttons. Etc.

 

[Krugerrand]

Nice. But... What if legacy auto offered you a customized mountain in return for a ringing endorsement?

Little late for that.

 

[woodisgood]

Rivian follows Tesla into another business with the launch of 'Rivian Insurance'

Rivian is announcing today the launch of its own insurance arm: Rivian Insurance. It’s the latest in a series of...

electrek.co

Oh FFS

Newsbreak - Rivian also building AI supercomputer, Rojo.

 

[Criscmt]

Put some orders in and walk away! Tomorrow should be very interesting.

Are you expecting battle, together with high volume?
Are you expecting a green end, or a red end?

 

[corduroy]

I had them come out recently to change the air filter in my Sep 2018 Model 3.

TIL we have air filters in our cars.

 

[Curt Renz]

Tesmanian - this morning: Tesla Berlin - Preliminary Permits

Excerpt:

Tesla continues active construction work immediately after new preliminary permits were obtained. New footage from drone flights over Giga Berlin shows that the company has already begun clearing and leveling the new site, and preparations have begun for pipe-laying.

 

[Singuy]

Well folks, some good news from Fremont:

• Fans are extracting a lot of heat from Kato. Employee lot FULL. Production started?
• Gigapresses seem busy and there is a stockpile of new castings.
• Factory seems busy with plenty of cars in the delivery lot, etc.
• Semi spotted on the track.
• What I assume to be a refresh Plaid X spotted on the track.
• Anything else I might have missed?

Enjoy

Tesla Fremont really need to build highly stacked parking garages to free up some space, especially when they are doing pilot lines or line expansions in the future.

 

[uujjj2]

File this in the "for what it's worth" category: Short seller Scorpion Capital just published a 188-page research report and announced a short position in QuantumScape.

"We conducted 15 in-depth research interviews, including 9 former R&D employees, 4 leading solid-state battery experts, and 2 employees in Volkswagen’s EV battery effort. Our research leads us to conclude that the company is no different than other recently exposed SPAC promotions and EV frauds."​

Report - (Scorpion Capital)

You know, the shorts may (or may not) be right about QuantumScape, but this report itself is amateurish crap. Bizarre font sizes and colors, random words bolded, italicized, and underlined. Rants going on and on and on for pages. This thing reads like it was written by the Unabomber on meth.

 

[thx1139]

Well folks, some good news from Fremont:

• Fans are extracting a lot of heat from Kato. Employee lot FULL. Production started?
• Gigapresses seem busy and there is a stockpile of new castings.
• Factory seems busy with plenty of cars in the delivery lot, etc.
• Semi spotted on the track.
• What I assume to be a refresh Plaid X spotted on the track.
• Anything else I might have missed?

Enjoy

Just being clear. Kato would be 4680 battery production?