It's impossible to keep up with the thread today, but just wanted to let you know that ETrade just sold some of my shares to cover my margin call. That's probably happening a lot today, contributing to the sell-off.
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So True
Record Production
Record Deliveries
Record Revenues
Record Profits
Record Cash Flow
Record Gross Margins
Record Operating Margins
Down 10%
Tesla likely dragged whole EV sector down ...Tsla-10%
Rivian -10%
Lucid -14%
All based on fundamentals /s
I'm surprised no one has mentioned Elon wading into a very politically sensitive topic:
View attachment 761010
Background: Freedom Convoy plans to gridlock Ottawa until all vaccine mandates repealed
So when do the Austin MY get the approval, so that 1st deliveries can occur ...
As always, if the shoe doesn’t fit no need to try and jam it on your foot. Assume away -I'll assume your last paragraph wasn't meant for me since I have always been and will continue to be a strong Elon supporter.
Dont we already know that Berlin y's are coming in at 600 lbs less?I’m extremely interested to see how much weight the structural 4680 design cuts.
All because Musk loves robots too much.Tsla-10%
Rivian -10%
Lucid -14%
All based on fundamentals /s
If only that was true. EV in his definition includes hybrids. This allows legacy auto to make ICE cars for the forseeable future and slows the transition away from fossil fuels. Ford and GM will make just as many BEVs as they need to to meet legal requirements (no fines).
No, that is clearly wrong.Dont we already know that Berlin y's are coming in at 600 lbs less?
No in 2022 yes in 2023, BUT nearly all will have higher margin options from LR, performance to color options and even FSD and subscriptions services too. We ought to remember that even for typical OEM entry level vehicles the majority have high margin options and the 'hot hatch' versions typically are around 1.5X the base ones prior to other adds. It is all of that which will help produce those high margins.Perhaps, but Elon has said that he tries to be very literal so people don't need to read between the lines. I have no doubt that they're going all in, but that doesn't mean it's guaranteed to succeed. In any case Dojo's advantage over GPU at this point does not seem to be a sure thing - because Elon literally said that.
I find it unlikely that the margin of a $25k car will produce the same margins as a $60k MY, especially when margins for MY are even better than M3. Are you saying that a $25k model can use fewer than half the chips (especially the supply constrained ones), while having less than half the production cost as a MY in the 2022 / 2023 timeframe?