ZachF
Active Member
OT:
Facebook is down and their stock is crashing...
Facebook is down and their stock is crashing...
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Artful Dodger
"Neko no me"
Yes, it is very simple. New product: Cybertruck by Q4 2021. New geography: India
TheTalkingMule
Distributed Energy Enthusiast
I watch CNBC on their Roku app and get repeated commercials all day. Today's is for the Ford F150 Lightning. It's hilarious.
A truck driving out in the great plains......down a looooong road......likely far longer than the battery capacity. There's also a looming thunderstorm in the background! No doubt it's gonna getcha when your EV is drained!
I'd love to be in these pitch meetings as the marketing guys show up with something highlighting the benefits of EVs, then leave with a instructions for a rewrite into a hit piece.
A truck driving out in the great plains......down a looooong road......likely far longer than the battery capacity. There's also a looming thunderstorm in the background! No doubt it's gonna getcha when your EV is drained!
I'd love to be in these pitch meetings as the marketing guys show up with something highlighting the benefits of EVs, then leave with a instructions for a rewrite into a hit piece.
Was it going downhill?
They mention Ferrari but not Tesla? Mmh.
I wonder if they're doing this series to counter any Tesla's plan to make their own machines. If Idra needs more customers in order to justify their investments in bigger presses, Tesla might want to design their own and not wait for the rest of the industry to follow (same with MobileEye in 2016).
The Chinese one, LK, owns IDRA. In any event IDRA has many major manufacturers in it's client list, although Tesla seems to have taken both the first one from IDRA and the first one from LK, which is the source for Chinese Gigapress. Anyway that is what appears to be the case. Exact information is difficult to find since it isnot disclosed routinely. Both LK and IDRA described the Gigapresses as being built for electric vehicle manufacturing. Check IRDA and LK websites for more information.
EVNow
Well-Known Member
Some interesting information.
Here are the top 20 vehicle sales in US according to Reuters. Excludes Tesla, since Tesla is not publishing US breakup.
According to Troy, here are US deliveries for Tesla.
This makes Model Y & Model 3 come in at ~ 15 & 16. So, they sell as much as an Honda Accord now.
Looking at YTD,
We have
Model 3 : 101k (Close to #21)
Model Y : 130k (#18)
Here are the top 20 vehicle sales in US according to Reuters. Excludes Tesla, since Tesla is not publishing US breakup.
TABLE-Top 20 vehicles sold in the United States in Q3 2021 Top 20 selling vehicles in the U.S. in Q3 2021:
RANK VEHICLE Q3 2021 Q3 2020 PCT CHNG
1 Ford F-Series P/U 172,799 221,647 -22.0
2 Chevy Silverado-C/K P/U 123,067 147,484 -16.6
3 Ram P/U 121,704 156,157 -22.1
4 Toyota RAV4 92,252 119,214 -22.6
5 Jeep Grand Cherokee 81,704 56,447 +44.7
6 Toyota Camry 79,098 79,046 +0.1
7 Honda CR-V 76,941 98,436 -21.8
8 Honda Civic 63,619 73,083 -12.9
9 Toyota Highlander 63,184 62,230 +1.5
10 Toyota Corolla 62,196 56,612 +9.9
11 Toyota Tacoma 61,335 58,920 +4.1
12 GMC Sierra P/U 52,774 67,812 -22.2
13 Nissan Rogue 52,358 60,436 -13.4
14 Jeep Wrangler 46,043 54,071 -14.8
15 Honda Accord 43,281 56,537 -23.4
16 Ford Explorer 41,933 59,060 -29.0
17 Nissan Sentra 32,962 26,086 +26.4
18 Chevrolet Equinox 32,444 67,476 -51.9
19 Hyundai Elantra 32,049 26,653 +20.2
20 Ford Escape 26,299 46,956 -44.0According to Troy, here are US deliveries for Tesla.
This makes Model Y & Model 3 come in at ~ 15 & 16. So, they sell as much as an Honda Accord now.
Looking at YTD,
We have
Model 3 : 101k (Close to #21)
Model Y : 130k (#18)
TABLE-Top 20 vehicles sold in the United States in Q3 2021:
RANK VEHICLE YTD 2021 YTD 2020 PCT CHNG
1 Ford F-Series P/U 534,831 589,034 -9.2
2 Ram P/U 434,772 402,410 +8%
3 Chevy Silverado-C/K P/U 414,389 414,650 -0.1
4 Toyota RAV4 313,447 302,574 +3.6
5 Honda CR-V 290,140 237,334 +22.2
6 Toyota Camry 256,769 204,945 +25.3
7 Nissan Rogue 234,647 167,401 +40.2
8 Toyota Corolla 217,727 166,213 +31.0
9 Honda Civic 216,575 200,941 +7.8
10 Toyota Highlander 207,564 141,301 +46.9
11 Toyota Tacoma 200,631 163,619 +22.6
12 GMC Sierra P/U 191,186 174,645 +9.5
13 Jeep Grand Cherokee 189,727 152,856 +24.1
14 Jeep Wrangler 164,709 150,202 +9.7
15 Ford Explorer 160,174 160,209 0.0
16 Honda Accord 157,988 145,291 +8.7
17 Chevrolet Equinox 151,110 191,727 -21.2
18 Ford Escape 111,791 131,753 -15.2
19 Nissan Sentra 110,821 69,873 +58.6
20 Hyundai Elantra 106,106 75,103 +41.3
I'm totally fine with liquidating Facebook and transferring assets and cash to Tesla. Kill two birds with one stone.
That's a foul! I was only using the comparators brought up in the discussion (SV politics versus Texas politics). But I welcome you to choose your own area comparators and present the results.
The point as it relates to Tesla is that even in the heart of Mordor, the company enjoys a great deal of support. Perhaps even majority support. And the orc general happily takes Tesla's phone calls! Can tech folks from SV accept these nuances? I'm hearing that on the whole "no," but please let me know if that is wrong.
Of course, Tesla can't recreate California's beautiful weather or scenery (in certain areas).
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Just saw this on someone's twitter (can't say if it is related, but
)Jeff Tiedrich
@itsJeffTiedrich
·
1h
instagram is down. can I come over and look at your food
larmor
Active Member
down 5%, almost like what happens when the street screams that tesla should make more cars, sell them, and deliver them, and then it does.
ZachF
Active Member
Just saw this on someone's twitter (can't say if it is related, but
Jeff Tiedrich
@itsJeffTiedrich
·
1h
instagram is down. can I come over and look at your food
lol
say it Cramer TANG instead of FANG
You got it all wrong...Its Still FANG - Just that the F is now Ford.
Giga Austin is truly going to blow up this list. I can't wait. Target is to outsell the corolla. It'll happen faster than anyone thought possible.
mltv
Member
jhm
Well-Known Member
Wow, cryptocurrencies have really moved the goal posts for everything!
Aaah...Mr Endgame: Troy did not claim you had changed the goalpost. He said he is looking forward to those inevitable days when you will have changed them. Reading comprehension matters....Great Q3 for Tesla....but i'd like to point out this tweet by a twitter handle @EndTesla since his handle checks out and his tweets make 100% sense
SIMPLE:
View attachment 717749
Same on CNBC so far today.
Did you know Facebook is evil? How can we make money off of that? Volvo, the EV company is doing an IPO. Facebook, will people forget how evil they are in a couple weeks? And is now the time to buy? Why is everyone investing in Rivian and how great is their future once they actually produce a vehicle? Facebook, how will shareholders come out on top? Tesla beat production quarter estimates. Let's hear from Facebook's Director of Safety about why none of the facts revealed this past weekend are true and how Facebook is innocent as the driven snow.
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