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

[Discoducky]

5x less cap spend on full 4680 production line in Austin. And highly automated so less opex as well.

Bullish to the 5th power!

 

[Prunesquallor]

Sounds like they have the manufacturing costs of 4680 squared away. Performance improvements will require the rest of this year and perhaps some of next.

 

[TSLA_Hopeful]

I really like the Twitter bid. Makes Elon stay on script

 

[MikeC]

"Mining and refining lithium is a limiting factor...looking carefully at all the raw materials and figuring out how we can accelerate the total amount of raw materials...exciting announcements in the months to come."

 

[Prunesquallor]

Melting down wheels of ICE cars for giga castings. LOLOLOL

 

[MABMAB]

Tesla melting the competition into their own models!

 

[EVNow]

Its somewhat counter-intuitive - but Netflix earnings has a bigger impact on $TSLA than Tesla earnings.

 

[kcveins]

Faster ramp in Berlin and Austin than Shanghai !

 

[StealthP3D]

Remember when Mr Johnson estimated Operating Cash Flow for Q1 at $1B . . . .the number came in at $4B.

And the regulatory credits he likes to make such a big deal about only comprised 17% of that.

When will CNBC realize Gordy is a clown? Oh, wait..., they only have Gordy on to distract from the fact that for years CNBC themselves openly mocked TSLA as an investment.

 

[mhan00]

Faster ramp in Berlin and Austin than Shanghai !

Did I hear Elon say they expect volume ramp up in those factories by the end of this week? I would assume volume would be at least 1k+ a week.

 

[Pezpunk]

5x less cap spend on full 4680 production line in Austin. And highly automated so less opex as well.

Bullish to the 5th power!

This is the stuff I tune in for. That's what I like to hear. Boasts about Optimus out-earning Auto is just unactionable fluff to me. Tidbits like the above are the real meat of these calls. I was asking earlier about Battery Day projections versus current reality, and the call has provided a number of answers to that. Bullish AF.

 

[Krugerrand]

I suspect part of it is that Elon doesn't want Tesla to be beholden to anybody for operating money. That gives him free will to fight with the SEC and the banks can't hold a gun to his head and say "we will cut off your funding if you don't settle ASAP."

And really, why pay interest on debt when you have "extra" cash on hand. But they should have no problems funding multiple factory builds/expansions at once now.

Yes. It was quite likely the gun to his child’s head that initiated ‘Zach, debt sucks balls! Get rid of it.’ Big mistake to threaten Elon. He will make you pay.

 

[ninpb]

Its somewhat counter-intuitive - but Netflix earnings has a bigger impact on $TSLA than Tesla earnings.

Remember when Ford's stake in Rivian was the only saving grace for F and brought TSLA up? As I write this, I'm getting confused.

 

[TN Mtn Man]

TSLA paid down 2.1B in debt in last quarter.

Wall St. hasn't yet thought about what financials will look like when they are no longer aggressively paying down debt.

Unreal beat all around. If macros would cooperate, stock would be > $1500.

And that while building not one, but two, brand new, state of the art, ~$10 billon factories, with all the startup costs associated with that. I'm thinking Q2 might smash expectations, even with the Shanghai shutdowns.

 

[Pezpunk]

Did I hear Elon say they expect volume ramp up in those factories by the end of this week? I would assume volume would be at least 1k+ a week.

i thought he said volume production by the end of this year.

 

[heltok]

I feel that Elon was mixing 50% and 1.5M(which is more than 60%) in different contexts making it sound he was referring to the same number. Maybe when he said 60% he meant 1.6M?!

 

[MABMAB]

Its somewhat counter-intuitive - but Netflix earnings has a bigger impact on $TSLA than Tesla earnings.

No, not really. It just occupied the minds and discussions of the illiteratti of TMC

 

[mhan00]

i thought he said volume production by the end of this year.

That makes more sense. In my defense, I was cooking while listening to the stream, lol.

 

[Pezpunk]

Elon sounds like he's drooling at the prospect of getting into lithium extraction.

 

[The Accountant]

Elon and Zach were very calm talking about the Shanghai situation . . . gives me comfort that they are not sounding the sirens.
Just a small speed bump that they will overcome.