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

[StarFoxisDown!]

I think money will be rotating around playing the stock split. Our turn is most likely in August. Before then we probably will just get some chump change from solid green days.

I'm not that pessimistic. I do think buying volume will start flowing in once we get Q2 numbers and the "fear" of Q2 is out of the way.

But yeah, for the month of June, this is pretty much dead money. Buying volume will only show up if the stock gets back into the low 600's.

 

[hobbes]

It's actually encouraging to see the US that high. What is your source for the info?

Includes nuclear...

 

[Ogre]

It's not better than a subway system except that it comes 10 million per mile vs 350 million per mile to build out and 1/10th the time. And it's not difficult to build longer human transport systems to go through the tunnel at a tiny fraction of a subway train.

It's all economics. Elon doesn't invent the wheel, never has. He only focus on commoditizing very expensive infrastructural/logistical problems or else it's a pet science project.

At one point there was supposed to be vans. If these were 6-12 person vans instead of 3 person passenger cars it would make more sense. I suspect that will come later when Tesla actually has a van.

Either way, even the current implementation is as you suggest, much much more affordable than Subways.

 

[henchman24]

I'm not that pessimistic. I do think buying volume will start flowing in once we get Q2 numbers and the "fear" of Q2 is out of the way.

But yeah, for the month of June, this is pretty much dead money. Buying volume will only show up if the stock gets back into the low 600's.

The volume is there. Today's volume was higher or near equal (25th had 30.7 today was 30.6) than the days spent around 620 last week. 8th highest volume day since the beginning of May. 4th highest green day volume. April only had 3 days of more volume (2 were Elon selling days and red). 5th highest green day volume in 2 months. The volume is there and the accumulation is as strong as it has been since March.

Tesla has had 3 of the last 7 days with green day volumes over 30m (a 4th fell just short at 29.8). The last time that happened was March 28th. Prior to that January post earnings. Prior to that Oct/Nov 22.

 

[hobbes]

New expansion area at GF Berlin presented (hat tip to Tobi Lindh):

https://twitter.com/x/status/1532452073647882242

To be used for (new info bold)

• Train logistics with areas for cars and storage
• Service Center and Delivery Center
• Facilities for training and recreation
• Kindergarten
• Slides with ground map still show two planned factory buildings same size as current one, so no doubts expansion of production will come - otherwise the presented expansion of the whole site wouldn´t make sense anyway
• Even talks about moving current secondary infrastructure to expansion property, possibly to free more space for production?

@Troy

 

[Nocturnal]

At one point there was supposed to be vans. If these were 6-12 person vans instead of 3 person passenger cars it would make more sense. I suspect that will come later when Tesla actually has a van.

Either way, even the current implementation is as you suggest, much much more affordable than Subways.

Seems like a good chance to build a robotaxi vehicle that can pull double duty there. A 6-8 person car and a 2 person car would make sense.

 

[mickificki]

https://twitter.com/x/status/1532462928846327808

 

[Singuy]

Seems that S/X had a production pause and has resumed. Gigatexas is doing pretty well.

 

[UnknownSoldier]

I think we should easily beat Q2 2021 P&D (YoY) still, but whether we can still beat Q1 2022 (QoQ) is still up in the air at this point? Guess we'll see.

 

[TheTalkingMule]

Up $8.50(1.1x%) in the AH on.....nothing?

 

[Singuy]

Up $8.50(1.1x%) in the AH on.....nothing?

Easy peasy lemon squeezy

 

[betstarship]

As this is TSLA and the investment world, I wanted to share this:

Net Worth by Age Percentile Calculator for The USA

Do you ever wonder how your net worth compares to other Americans based on your age group? You can enter your age and wealth into the calculator to find out.

www.thekickassentrepreneur.com

Worth looking at where you're at based on your particular age. Did pretty well thanks to Mr. Musk and team as well as a healthy number of other investments.

 

[JRP3]

Did pretty well thanks to Mr. Musk and team as well as a healthy number of other investments.

Did a lot better 2 months ago.

 

[TheTalkingMule]

Did a lot better 2 months ago.

It's officially June. I'm gonna need to insist you go out and get some sunshine!

 

[ZeApelido]

I think there is a bug in the simulation and now I am at a loss for words.


twitter thread


My DMs:

 

[Gigapress]

Since you mentioned Boring Company saw this yesterday from a YT channel I watch. There are some things I disagree with, but some others that right now I agree with. I am not sold yet on why cars would work better in a closed loop system then say subway trains.

Teslas in tunnels beats subways on every single important criterion for evaluating transit architectures. It’s not even close. Loop is the Personal Rapid Transit system of our utopian urban planning dreams and it’s also one of the biggest upcoming TSLA tailwinds in the next 10 years.

Some of the advantages vs trains:

• 2x-10x higher average speed, especially for journeys greater than ~5 miles where 150 mph top speed can be maintained
• Point-to-point service; zero intermediate stops and zero need for riders to transfer from one vehicle to another
• Private vehicles for one party at a time
• Typically will have zero wait time once scaled (on-demand service)
• Order of magnitude more maximum rider capacity per dollar than subways, especially in North America
• One or two orders of magnitude higher station density, and thus shorter distances between station and start and end points
• Lowest unsubsidized total cost per passenger-mile of any mode of high speed motorized transport of all time
• Can be economical even for routes with insufficient demand to justify a train line, enabling expansion further out to suburbs, between cities in a region, and in smaller cities and towns
• Integrates stations directly into existing parking lots and parking garages
• Incrementally expandable; no need to accurately predict demand years into the future
• Vehicle fleet can be dynamically routed to serve whichever routes currently have highest demand
• Does not contribute to spread of communicable disease
• Lower average energy consumption per passenger-mile (surprisingly)
• Cars can charge during times when energy is cheap (midday sunshine) whereas trains add to peak electricity demand in morning and late afternoon
• Less opportunity for crime at stations while waiting
• 100% privately funded; taxpayer resources used only for planning & permitting and training local first responders; with 5% franchise fee as in Vegas, government actually directly turns a profit on inviting Loop infrastructure construction to their jurisdiction
• Can be constructed in months instead of decades
• Vehicles are completely compatible with existing surface road network
• Rubber tires on pavement can climb steeper slopes than steel train wheels on steel tracks
• No high-speed train that can strike and kill people leaning off the platform or on the tracks (this is uncommon but sadly does happen)
• No high-voltage touch and fire ignition hazard
• Much easier and safer emergency egress conditions and much better fire safety in general
• Mass-produced vehicles are cheaper to replace and don’t require as much specialized knowledge and tools and parts for maintenance and repairs
• Multiple tunnels in parallel with many small vehicles eliminates the single point of failure inherent to train design. At most, one party is inconvenienced by a vehicle failure and within a couple minutes at most, another car can come to pick them up and take a different route to the destination.
• More comfortable ride
• Cleaner cabin air due to Tesla HEPA filters / Bioweapon Defense Mode. Filter also make Loop resistant to bioterrorism threats.
• More comfortable cabin temperature because door isn’t opening to outside air every couple minutes
• More mechanically comfortable ride because Tesla powertrain and suspension on nice smooth pavement is a gentle ride compared to bumpy jerky trains
• Because of ability for vehicles to climb steeper slopes, stations can be at or near surfaces, eliminating need for expensive stairs/escalators/elevators and associated time needed for riders to travel between station and surface
• No need for users to research complex train lines and schedules; user just specifies desired destination and rides
• Can accommodate passengers carrying lots of cargo
• People with varying levels of physical mobility and urgency can board and exit vehicles at their own pace independently of each other’s travel speed; More accessibility and inclusion and more convenience--everyone wins
• No chance of catastrophic derailing accidents
• Much easier to navigate and use for people with blindness
• Quieter ride which combined with private cabin enables excellent music experience; also audiobooks, podcasts, movies & shows on vehicle screen, etc.

Loop’s end game is basically to use platooning with EV robotaxis (from Tesla most likely) to effectively form dynamic trains joined by software instead of steel hitches to cleverly combine all the advantages of personal car road transport and of trains/busses into one system while deleting all the downsides except for encouraging sedentariness and obesity. However, it will indirectly help even that by killing demand for slow, gridlocked surface car transport with all its annoying turns and red lights and make the surface better for muscle-powered human transit.

The implications of this are massively underappreciated by Tesla bulls in my opinion.

 

[kbM3]

Since you mentioned Boring Company saw this yesterday from a YT channel I watch. There are some things I disagree with, but some others that right now I agree with. I am not sold yet on why cars would work better in a closed loop system then say subway trains.

It's not better than a subway system except that it comes 10 million per mile vs 350 million per mile to build out and 1/10th the time. And it's not difficult to build longer human transport systems to go through the tunnel at a tiny fraction of a subway train.

It's all economics. Elon doesn't invent the wheel, never has. He only focus on commoditizing very expensive infrastructural/logistical problems or else it's a pet science project.

Vegas Loop will be historically unprecedented.

No transportation system in history has provided direct point-to-point NON-STOP transport between any two of 52 points (50 casinos, the airport and downtown) with ZERO waiting. Please name a subway providing equivalent service.

I am shocked to see contributors on this thread not understand the magnitude of what Boring Co. is achieving. It is nothing like we have ever seen before.

 

[JRP3]

It's officially June. I'm gonna need to insist you go out and get some sunshine!

 

[M|S|M MYP]

I think there is a bug in the simulation and now I am at a loss for words.


twitter thread


My DMs:

View attachment 811935

Gordo must have gotten hacked.....Ask him what he thinks of $TSLA now and see if he responds.

 

[ZeApelido]

Panasonic shipping 4680 samples to Tesla from large scale prototype line.

Panasonic ships Tesla 4680 cell samples as it gears for mass production

Panasonic said on Wednesday that it has shipped samples of Tesla’s 4680 cell to the automaker ahead of mass production. Panasonic detailed its plans for the production timeline during the first day of the company’s annual investor event. “A pilot line, created first in Japan, made it possible to...

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