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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Paracelsus
Active Member
Thanks for the link. Somehow this feels like a partial bailout for VW and their nation-wide EV charging systems they were responsible to deploy for Dieselgate, doesn’t it? Oh well, we will be bailing out the not-so-big-three from Detroit again soon too I suppose. Might as well get used to it. It’s probably a necessary evil to help the paradigm shift. (The ‘evil’ is the part where those that used to be in power get to stay in power with the help of our tax monies).Just to add to this
EV charging to receive $7.5 billion in Bipartisan Infrastructure Deal: White House
The White House detailed the breakdown of the $550 billion Bipartisan Infrastructure Deal, including a $7.5 billion cut to fund the manufacturing and installation of electric vehicle charging stations. It would be the first-ever national investment into EV charging infrastructure in the United...www.teslarati.com
So just watched and one comment made me wonder what others think. In the earnings release Tesla said the following about Cybertruck
"We are also making progress on the industrialization of Cybertruck, which is currently planned for Austin production subsequent to Model Y."
Tom Nash apparently took that as a 1 year delay. Seems others have as well. I took it as start of production of Cybertruck at Austin will delayed a few months. Tesla specifically said Semi delayed until 2022. Cybertruck just that production will start after Model Y not a year later. Made me think Model Y 4th quarter and Cybertruck 1st quarter.
I believe Tesla opening up the network is because Tesla wants a piece of this pie. A big piece of this pie. Having the largest network and dedicated factories to build out more chargers rapidly definitely makes Tesla the leader.
But it didn't sound like the plan was to open the Superchargers up in the US yet. It sounded like they were going to start in Europe, where the connectors are already in place, and then move on from there. (But they were already working on the adapter and logistics for it, so maybe US will come fairly quickly.)
FIFY. I can almost guarantee you that the Lora's of the world will write articles looking only at China July sales, and claim that Tesla is down compared to June, and therefore Tesla's problems in China continue. And, those articles will be all over my news feeds during the first week of August, AND the SP will dip.
RobDickinson
Active Member
China is starting to smooth out the delivery curves for Oz/NZ/Europe. We've had ships arriving here with cars in the first few weeks of the quarter so previous quarter production, and have ships scheduled all quarter too.
The covered calls were sold going into earnings, so they have made a lot of money already. In my son's account, I was aggressive and did 715 strike because he only has enough shares for 1 CC. In my account, I was more conservative and did 820 strikes (clearly I could have been more aggressive, but I can sell so many I don't need to). Aug 6th and Aug 13 expirations respectively.
Dancing Lemur
Hoopy Frood
Or paying to unlock the ability to accelerate more quickly. Oh, wait...
RobDickinson
Active Member
The terms/requirements are going to be critical. From the article (emphases mine):
The chargers are likely to be placed along heavily traveled highways that would be advantageous for long-distance travel and in communities for additional charging options in residential and commercial locations. However, the funding would have a “particular focus on rural, disadvantaged, and hard-to-reach communities.”
The order page still says, "Tri Motor AWD production is expected in late 2021." Tesla has had ample opportunity to change this statement and hasn't. I don't expect much volume in late 2021 but I tend to believe some production will take place around January 22 +/-. Maybe only dribbles and drips, but it'll be glorious. Yes, I'm an optimist.
Tesla should be able to construct and deploy SuCs much more efficiently than anyone else in the US. It just depends on the conditions of the Government contract. Hopefully there will be competitive bids awarded to just a few providers. The catch may be that there will be requirements to place the chargers in low-use (and therefor unprofitable) locations.
That's not what I remember from the call.
2daMoon
Mostly Harmless
I love this guy. The Tesla Economist speculates about what is to come.
Based on the market action this week: MSFT, AAPL, GOOG, FB, TSLA, all reported stellar earnings and save for GOOG, all went down. This bodes well as it wasn't just Tesla that had a massive beat and sold off....Brighter days ahead my fellow TMCers!! Those rage buys will pay off eventually 
Sounds like you do not want to see reddit content, so you added a firewall filter to block them.
As a results, you have seen some empty posts with the reddit content filtered out -- exactly as desired by your firewall filter!
Working as intended!
So you already have a perfectly working solution to enforce your personal preference.
Then why are you complaining and want to restrict what others post if you do not see them anyway ???
RobDickinson
Active Member
mltv
Member
F beat. sp upBased on the market action this week: MSFT, AAPL, GOOG, FB, TSLA, all reported stellar earnings and save for GOOG, all went down. This bodes well as it wasn't just Tesla that had a massive beat and sold off....Brighter days ahead my fellow TMCers!! Those rage buys will pay off eventually
You're reading TMC at work? Let's hope your employer doesn't add us to the filter.
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