I doubt it as well. They likely still have design work and factory equipment to make 2170 based structural packs. I believe they said on the call that it would be 2170 based structural pack. This means not the exact same design as Shanghai/Berlin Model Y. Likely this also means different range/efficiency then the Fremont Model Y.
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Tesla, TSLA & the Investment World: the Perpetual Investors' Roundtable
- Thread starter AudubonB
- Start date
Anyone know if GLJ still calling for TSLA imminent collapse? Wondering if maybe I should have sold yesterday. 
Artful Dodger
"Neko no me"
Could be that some whales who cashed out of $NFLX yesterday are interested in $TSLA today;
Just look at the volume bars on $NFLX yesterday, it was twice the amount of shares as the January 'miss':
Cheers to the $TSLA longs!
They said non-structural 2170 packs. We shall see what happens with dual (current Austin) or single (current Berlin) casting versions of those.
Tesla Just Had Its Most Profitable Quarter Ever and It All Comes Down to This 1 Number — Inc.
Despite supply chain constraints, Tesla hasn't had any trouble selling cars and making money.
apple.news
“And still, people continue to buy Teslas. Even as their own budgets tighten, people are willing to pay those higher prices, driving Tesla's profit margin. That's because people who buy Tesla's--for the most part--aren't just looking to buy an EV, they're looking to buy a Tesla. They've bought into the brand as much as its cars. And that, it turns out, is an incredibly valuable thing for any business.”
Well, Tesla makes the most efficient EVs too!
Don TLR
Active Member
Here’s the latest on Lathrop
Tesla Has Finished the Building of the Megapack Factory & Is In the Process of Ramping Up Production
Tesla quietly finished building and commissioned the Megapack factory in Lathrop. According to the Financial Report for Q1 2022, the factory is in the process of ramping up production.
www.tesmanian.com
Anyone know if GLJ still calling for TSLA imminent collapse? Wondering if maybe I should have sold yesterday.
Pretty much...
SageBrush
REJECT Fascism
Tesla Just Had Its Most Profitable Quarter Ever and It All Comes Down to This 1 Number — Inc.
Despite supply chain constraints, Tesla hasn't had any trouble selling cars and making money.
“And still, people continue to buy Teslas. Even as their own budgets tighten, people are willing to pay those higher prices, driving Tesla's profit margin. That's because people who buy Tesla's--for the most part--aren't just looking to buy an EV, they're looking to buy a Tesla. They've bought into the brand as much as its cars. And that, it turns out, is an incredibly valuable thing for any business.”
Well, Tesla makes the most efficient EVs too!
I think more importantly, Tesla provides the best value --- hands down.
These media buffoons miss the most important point.
Look at this table of Bjorn Nyland's 1000 km challenge runs. EVs that come close to Tesla in winter runs are close to 2x the cost
This is legal basis to get rid of this nuisance of a man. Right?
Re GLJ Research:
I got as far as “Unique Ideas”. Need I go any further?
I got as far as “Unique Ideas”. Need I go any further?
Normally Yahoo doesn't update until the 10k is out, and often a couple of days after that. So this is quite unexpected.
What I have never understood is how anyone could look at the dots and circles and put the Q1 circle below the Q4 circle. Madness.
You made me look. Still hanging hat on Competition is coming. Also pointing as puzzling that Tesla guided that Shanghai production would be flat in Q2.Anyone know if GLJ still calling for TSLA imminent collapse? Wondering if maybe I should have sold yesterday.
Thanks for the correction. So basically Austin will be preparing to make Berlin Model Y.
Artful Dodger
"Neko no me"
Macro's are entering back into bull market territory; today will be fascinating to watch.
The macro bull path back to ATHs could take weeks, but I'm willing to wait
It the other U.S. Tech majors post 'beats' during this earnings season, this rally could have legs. Memorial Day coming early this year? Hope everybody got their tickets early!
Earnings Calendar - MarketWatch
Cheers!
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JRP3
Hyperactive Member
Blowout Q and we're still below levels from earlier this month
TheTalkingMule
Distributed Energy Enthusiast
MM's putting in some early effort to hold $1100 this week. The moment volume cooled off in the slightest, they begsn pushing down. Doesn't look like it'll hold, but we'll see.
So if they try for 1100 this week, the amount of covering Monday/Tuesday will likely be huge.
Was able to sneak in and buy some more 4/29 $1200c cheap at the open. Will likely sell on Tuesday's peak.
Exciting times. I'm not a chart person, but this looks scary to me:
How is that not getting us rapidly to $1550?
So if they try for 1100 this week, the amount of covering Monday/Tuesday will likely be huge.
Was able to sneak in and buy some more 4/29 $1200c cheap at the open. Will likely sell on Tuesday's peak.
Exciting times. I'm not a chart person, but this looks scary to me:
How is that not getting us rapidly to $1550?
dhanson865
Well-Known Member
Depends on your frame of reference, if you compare quarter over quarter it is down, but if you compare year over year it is up.
Unclear, Berlin is currently non-structural 2170 with only a rear casting. Austin is currently structural 4680 with both front and rear castings.
From Berlin tour, the cutaways looked like the frame was pack agnostic, in which case Berlin stamped fronts may either be risk reduction (copy of Shanghai), or to reduce short term demand for Gigapresses.
Austin may make dual casting non-structural 2170s. And Berlin may make single casting structural 4680s in the near term, or transition to only dual casting 4680.
Really looks like it. You can't hide allegations of a crime (that you can't prove in court) behind "oh it's an opinion".
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