lafrisbee
Active Member
it's the piece of paper wrapped around your junk mail.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Snarky remark #1: can we research any account that went dormant around Jan 2021?
Snarky remark #2: the Feds showed remarkable timing in seizing (and presumably liquidating) the TSLA shares. Manipulation!
Everything Elon has done since the Hertz deal suggests(tweets causing confusion) he does not like the stock shooting up like crazy or going down very fast(check his stock sale plan).
Stock price volatility , not so much ATHs, is a distraction for the employees and the company. Elon also has toned down his end of quarter emails. For example the email leak in 2020 about scaling semi production vs last month when he basically said on twitter the semi deliveries to Pepsi are no big deal.
As for MSFT or Apple how often do they have swings that remove or add 100B in market cap?
Gigapress
Trying to be less wrong
Pace of innovation = (Frequency of iterations) * (Progress per iteration)
They needed an initial project for proof of concept, following the Hawthorne test tunnel. Las Vegas Convention Center was the perfect client.
The best available vehicle option for iteration #1 was off-the-shelf Teslas, and that was good enough to make a great system for the LVCC use case and budget. They saved $165 million on construction costs compared to the competing train project proposal, for a better level of service. That can pay for a lot of driver salaries until autonomy begins.
For single person travel in future iterations, I expect small, extremely aerodynamic two-seater vehicles about the size of a Smart ForTwo car. I hope this is mentioned at the upcoming Tesla product roadmap, along with the promised 12-passenger trams.
FSD price increase. No indication if monthly subscription price will change. I'm guessing it won't.
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Wow. How many people actually have the FSD beta city or whatever it’s called? Zero in Canada as far as I know.
Did anyone else watch the Limiting Factor video on the BYD blade battery. Jordon reckons the price per KWh might be as low as $65 - compared to $88 for CATL cells.
Here's a link:
Here's a link:
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Surely they would aim to make 2,000 cars that could eventually be sold to customers, just like they would on a normal production ramp.Personally I find it hard to believe that environmentally conscious Germans want Tesla to throw 2000 working cars on the trash heap. So I believe they can eventually be sold to customers - but not until permits are final.
Some of the cars may be scrapped by Tesla after inspection of course - but at least one of the first 250 has made it all the way to Norway so most of those 2000 cars will be top notch IMHO.
So P&D from Berlin for Q1 will be > 2000 cars.
And the success rate would be about the same.
Even if the cars need to go through some rework process, they would eventually be sold,.
I am assuming the crash test results are all good, there is nothing fundamentally wrong with the design, in other words what they are making is the same as a regular production ramp.
I don't believe the theory that Tesla intentionally makes 1,000s of cars, that are later discarded.
However, if there is evidence that this is standard industry practice, then I've learned something new.
Time to sell guys. GM will be releasing heavy duty EV trucks in 2035. That's not a typo.
General Motors Will Launch Electric Heavy-Duty Trucks by 2035
That's the date when every light-duty GM vehicle will be an EV, and the technology will transfer to the heavy-duty lineup as well.www.caranddriver.com
Now, this is getting ridiculous...
It is one thing to make vaporware announcements of vehicles 5 years down the line for which they do not even have an early blueprint, just some vague idea.
But "projecting" product releases 12+ years into the future ?!?
They totally deserve to go bankrupt and NOT get bailed out before the end of this decade.
Stone_Watcher
Member
Your guess would be correct, for now!
Sub price will increase with FSD wide release.
Double bullish!Your guess would be correct, for now!
I welcome the higher price as the functional ability also goes up in kind.
And earnings reports get that much prettier!
woodisgood
Optimustic Pessimist
I wonder what the price target is for FSD wide release (L2). Elon is implying that there will be further increases even before it goes wide.
Sugar! Elon is in my head. Just had the first serious conversation with the wife about upgrading to FSD. I’ve got some serious FOMO here people.
Convince us we shouldn’t. Go.
Convince us we shouldn’t. Go.
Seemingly random date for a price increase?
Potentially related to achieving a certain FSD install base figure milestone to report at earnings shortly after the 17th?
looking at the drone flyover video, giga Austin is still working on parking lot pavement and roof insulation. The rumor of immediate production this week tuned out to be just rumor. neither Austin nor Berlin would be up running before er in late January.
Tsla was down a lot this week. Other growth stock like roku/sq were down more than 50% from ath. Tsla has better fundamentals and growth. But it’s not immune to macro. Short therm there will be multiple compression going on. Really don’t like those Twitter heads chanting immediate catalysts without solid evidence. Just lure ppl to trade on short term hopium.
Tsla was down a lot this week. Other growth stock like roku/sq were down more than 50% from ath. Tsla has better fundamentals and growth. But it’s not immune to macro. Short therm there will be multiple compression going on. Really don’t like those Twitter heads chanting immediate catalysts without solid evidence. Just lure ppl to trade on short term hopium.
You have to remember the goal here. Mary gets her stock increase bonus, and prepares her golden parachute. This is all about Mary making money and not about a future for GM.
Causalien
Prime 8 ball Oracle
yes tax sheltered account when the net asset is still low. But once the number us significant it doesn't make sense to do options in it. Maybe sell some covered calls.
Causalien
Prime 8 ball Oracle
The Accountant
Active Member
Likely Wednesday January 26
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